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Rick Cabrera

Managing Director – Summerlin

As the Managing Director, Rick is responsible for the firm’s implementation of both the insurance and estate plans for our clients’ families. As an insurance specialist, Rick coordinates with the firm’s advisory team and investment committee in order to determine the potential need for additional insurance and estate planning strategies. Rick’s extensive experience in both insurance and risk management enables him to calculate mathematically the best options for our clients’ financial and estate plans.

Rick Cabrera is a registered representative with GF Investment Services, LLC, Member FINRA/SIPC and holds a series 7 securities license (Brokercheck). Rick Cabrera is also an investment advisor representative with Wittman Capital Management Investment & Estate Counsel, LLC, a state Registered Investment Adviser in Nevada and California.

Rick earned his Bachelor of Business Administration in Finance from Dowling College, Oakdale, NY in 1995. Rick served honorably in the U.S. Navy as a team leader, aviation electrician, and crew member of a fleet of Sikorsky Helicopters from 1988 to 1992.

Rick is happily married to his wife, Pamela; has a daughter, Maureen, who is a Graduate of Northeastern University with a Bachelor’s Degree in Industrial Engineering; and his son Steven is currently attending West Career and Technical Academy in Summerlin South, Nevada.

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