Rick Franco is a Wealth Management Advisor with World Investment Advisors who began his career in financial services at age 17 while attending City College of New York and studying mathematics. Over the years, he built extensive industry experience, including leadership roles as a Managing Director and Senior Vice President with Wall Street firms specializing in merger arbitrage.

For the past 11 years, Rick has focused on helping clients at or near retirement navigate important financial decisions and work toward their long-term retirement goals. He believes thoughtful planning, consistency, and a fiduciary-minded approach are essential in helping clients feel confident about the future.

Rick holds FINRA Series 7, 63, and 65 registrations. His personal philosophy is grounded in consistency with fiduciary standards and providing guidance that reflects each client’s unique needs and priorities.

Outside of work, Rick enjoys playing golf and has also spent time volunteering with the finance committee at Westlake Golf and Country Club. Beyond his long career in financial services, Rick considers one of his greatest personal accomplishments to be 47 years of marriage to his wife.