We are thrilled to announce the addition of Richard Hall, CFP® to the Pitzl Financial team. Rick brings two decades of experience in financial services to our firm, hailing from Merrill Lynch, Smith Barney, and Norwest (Wells Fargo).
As a Wealth Advisor at Pitzl Financial, Rick will be instrumental in the financial planning process with our clients, providing individualized advice and strategy, along with the evidence-based investment philosophy you have come to expect. Throughout his career, he has taken great pride in assisting individuals and families with making prudent and impactful financial decisions.
Rick is a CERTIFIED FINANCIAL PLANNER™ professional, and a graduate of Southwest Minnesota State University with a bachelor’s degree in business administration with a finance concentration.
He and his wife, Maggie, and their five children live in White Bear Lake, Minnesota. In his free time, Rick likes to stay active playing basketball with his kids, watching his daughters dance, and searching for monster walleye.
The addition of Rick, along with Justin Gabriel (whom we introduced in our January newsletter), adds a great deal of depth and support to our advisory team.
Please join us in welcoming Rick to the Pitzl team. We look forward to continuing to develop and strengthen our planning capabilities and service model in the years ahead.