By Rick Hellberg, ChFC®, CLU
After a year of more downs than ups, we are happy to share some good news! We are proud to announce that our very own Michael Diaz has made the 2021 Investopedia 100 List of the Most Influential Financial Advisors! (1) This is an incredible honor and Michael is more than deserving of it for his dedication to his clients.
For the past five years, Investopedia scours the nation’s over 100,000 independent advisors and spotlights the top 100 engaged, influential, and education-focused advisors who use their media platforms to promote financial education and improve the practice of financial planning and advice.
Investopedia meticulously searches for advisors who have an unparalleled ability to reach the largest and most diverse financial and investing audience. We are thankful that Michael has been recognized for his hard work, which allows our mission at PeterAlexander (to educate our clients so they can feel empowered to make informed financial decisions) to reach more and more people.
Rick Hellberg is president and CEO of PeterAlexander, a financial planning firm founded in 1991. Rick is passionate about providing quality, objective financial solutions so his clients can pursue their financial goals and create the legacy they desire. He strives to equip his clients with comprehensive financial services and advice so they can be empowered to make sound financial decisions. The plans Rick and his team develop help their clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees, all so that they can focus on what matters most to them. Rick has a Bachelor’s degree in Liberal Arts from Penn State, along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU) designations. He has spent over 40 years working with successful individuals and designs tailored solutions to meet his clients’ unique needs. Rick resides in Philadelphia with his lovely wife, Lisa, and their two Shiloh Shepherds, Bentley and Winston. He is also the very proud father of two wonderful young men, Peter and Alex. In 2010, Rick ran for Congress in the 2nd District of Pennsylvania and has stayed active in local politics. To learn more about Rick, connect with him on LinkedIn.