Rick T Felix - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Rick Felix is a financial advisor based in Oakland, California, affiliated with Morgan Stanley. He provides a range of financial planning services, including investment management and retirement planning. Rick focuses on helping individuals and families navigate their financial journeys and achieve their long-term goals. His practice is dedicated to offering personalized advice tailored to the unique needs of his clients.

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Business Information