Alan M. Rickert

Alan (Al) M. Rickert has one goal in mind as he works with his clients: helping them to fully embrace a work optional lifestyle. “Many of our clients come to realize that it is possible to align their financial dreams with their personal passions!
I want to be viewed by my clients’ as their personal Chief Financial Officer with the primary objective of coordinating their financial lives while they are thoroughly enjoying life. I am motivated to earn their confidence each and every day.”

Al is a graduate of the University of Nebraska-Omaha and began his financial services career in 1992 after spending four years as a professional golfer. Since receiving his CERTIFIED FINANCIAL PLANNER™ certification in 1997, Al has been committed to providing comprehensive planning and investment management to successful medical specialists, business owners and executives.

Al has spoken publicly on numerous occasions regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. In 2009, Al hosted a financial focused radio show on News Radio KMBZ in Kansas City called “WINning With Al Rickert”.

As a representative with Centerpoint Advisory Group, Al has access to numerous well known money managers and a flexible, independent financial management platform which enables him to create dynamic and customized portfolios for his clients.

Al is joyously married to Lori since 1995, and they cherish each and every day with their children. Daughter Jamie is a graduate of Colorado State University, an RN in Madison Wisconsin and married to Jacob Crull. Son Jake is pursuing a Masters Degree in the Geology at Kansas State University and at the age of 15 achieved the honor of Eagle Scout!

Interests outside of providing financial guidance for his clients and family include: friends, golf, sports of any kind, fine red wine and just being outdoors.