Eddy Ricci, Jr., CFP ®, CEPA ®

Eddy Ricci, Jr., CFP ®, CEPA ® is a prominent figure in the financial services industry with a focus on talent strategy, consulting, and connecting professionals.1 He is the Founding Partner and Lead Advisor at Pontem Professional Partners, which operates under the name The Growth Game, LLC.

Professional Background

Eddy Ricci holds two important certifications:

1. CFP ® (Certified Financial Planner)
2. CEPA ® (Certified Exit Planning Advisor)

These credentials underscore his expertise in financial planning and business exit strategies.1

Current Roles and Responsibilities

As a Founder and Lead Advisor, Eddy Ricci's work encompasses several key areas:

• Talent Strategy and Acquisitions
• Consulting and Connecting
• Firm Building for the Wealth Management Industry1

He is known for bridging talent with opportunity in the financial services sector.5

Online Presence

Eddy Ricci maintains an active presence on LinkedIn, where his username is "eddyricci".23 He frequently shares insights about the financial planning industry and career development in the wealth management field.

Expertise and Contributions

Eddy Ricci is recognized for his knowledge in:

• Financial Planning: He has contributed to discussions during Financial Planning Awareness Month.3
• Talent Acquisition: He provides guidance on interviewing for planning-focused roles in the financial industry.4
• Practice Management: Ricci offers insights into what independent practice owners look for when hiring candidates.6

His expertise extends to talent strategy consulting, active recruiting/search, and career strategy within the financial services sector.7

Eddy Ricci's multifaceted career in financial services, combined with his focus on talent development and firm building, positions him as a valuable resource for professionals and organizations in the wealth management industry.