Class Introduction and Your Instructor
PRESIDENT, FOUNDER AND
CHIEF INVESTMENT ADVISOR
As the Founder and President of The Coastal Financial Planning Group, Rick Durkee is a recognized leader of the financial services industry in Charleston, SC. Since founding The Coastal Financial Planning Group in 2003, he has served his clients and the community by offering advanced retirement planning solutions for individuals and business owners.
Rick has developed his passion as a retirement advisor with recognized investment and insurance firms such as Prudential, New York Life, and MetLife where he earned his designation as a Life Underwriting Training Council Fellow LUTCF®.
His core values for helping people understand their retirement needs and the kind of planning required for meeting those goals is apparent to the listeners of his two informative podcasts, Christian Business Values & Navigating Retirement, available on all major platforms.
He is an ambassador for S.C. Christian Chamber of Commerce, he earned his bachelor’s degree in business management/marketing from the University of South Carolina in 1981. Professionally, he holds a Series 65 securities license, as well as the Life, Health, and Disability insurance license for South Carolina along with several other states in which he serves his clients.