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.
rkula@hightoweradvisors.com
office (239) 215-6060 | direct (239) 215-6065