Rick Ashburn

Rick Ashburn is a distinguished Tax and Investment Advisor with a strong background in tax planning, financial planning, and investment management. He has a unique approach of serving a small number of like-minded clients.

Rick's specialties include taxes, equity market valuation, California municipal bonds, and portfolio risk management. His expertise in these areas sets him apart in the financial advisory field.

He pursued his education with a focus on Economics, earning high honors in his Baccelaureate studies at the University of Maryland. Additionally, he continued his education at the UCLA Graduate School of Economics, further enhancing his knowledge in the field.

Throughout his career, Rick Ashburn held key positions in various reputable organizations. He served as Principal at Parallel Advisors, LLC; President at VR Advisors; Founder & Chief Investment Officer at Creekside Partners; Managing Director of Municipal Bonds at MBIA; Municipal Bond Advisor to Government Agencies at Stone & Youngberg; and Assistant Vice President at First Interstate Bank of California.

Rick's extensive experience and expertise make him a sought-after professional in the financial industry, especially in the areas of taxes, investments, and risk management.