Rick Class

Rick Class, CFP®, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., and focus on creating lasting relationships to help clients achieve their long-term financial goals. I build investment strategies around an in-depth understanding of my clients’ needs and unique objectives. My experience, combined with the resources of one of the most respected financial institutions in the nation, allows me to offer them a full range of professional financial planning and investment advisory services.

With more than 27 years of experience in the financial services industry, I’m committed to upholding the highest levels of professionalism and service.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree in Economics
University of Vermont

Personal Interests

I enjoy tennis, cycling, reading, and volunteering in my spare time.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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