Rick A. Kula, CFP® | Senior Wealth Advisor

Ft Myers Rick Kula Headshot

Richard (Rick) A. Kula, Senior Wealth Advisor at Hightower, brings over 20 years of experience in the financial services industry to the team. Rick is passionate about financial planning, developing long-lasting relationships with clients, and working with them as a fiduciary. Working with a trusted financial planning partner focused on a client’s best interest is paramount when receiving financial advice and guidance. Finding ways to save more money, developing a personal estate plan, and reducing taxes are goals Rick works with clients on consistently.

Rick is a graduate of Carthage College in Kenosha, Wisconsin where he played football and served as president of the leading business fraternity there. As a further commitment to professional development and added competence in a variety of areas, Rick is a CERTIFIED FINANCIAL PLANNER certificant, and holds his Life, Health, and Long-term care insurance licenses. In his many years of experience, he has developed a deep understanding of insurance, investment, and financial planning concepts to help clients reach their financial goals while minimizing taxes along the way. Helping clients implement tax planning and investment strategies catered to their specific needs are conversations Rick enjoys. He takes pride in simplifying clients' financial lives through the financial planning process.

Rick lives in Fort Myers with his wife Angela and son Scott. He originally grew up in the Chicago suburbs and, before moving to Fort Myers, lived in the suburbs of Milwaukee, Wisconsin for 15 years. He and his family enjoy spending time together enjoying the sunshine, on the water, and fishing as often as they can. Rick enjoys volunteering his time coaching youth sports – namely football and basketball which his son plays. He is also a regular blood donor and serves as one of his son’s Boy Scout leaders where they spend time together learning practical life skills and being positive role models for other youth members.

office (239) 215-6060 | direct (239) 215-6065

Contact us to learn more about our team, our philosophy and how we can help you build your legacy.

Legal & Privacy
Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.