Angeles Wealth
-
-
Rick Nott, CFA, CFP®, CPWA®
Managing Director
Rick Nott, CFA, CFP®, CPWA®, is a Managing Director at Angeles Wealth Management, based out of the firm's Santa Monica office. Rick brings over 15 years of experience in wealth management, with a concentration in investment allocation and wealth planning. As a 'financial architect', Rick employs a thoughtful approach to create a customized financial design that resonates with his clients' values while also facilitating their long-term wealth goals. These bespoke plans aim to ensure stability and preserve generational wealth for Angeles Wealth's clients, including families, business owners, and entrepreneurs. Rick joined the firm in 2023, bringing with him valuable investment, tax and wealth planning experience. He previously served as Senior Wealth Advisor at LourdMurray, Advisor at AdvicePeriod and Associate Advisor at Signature Estate and Investment Advisors. Rick began his wealth management career at United Capital Financial Advisors. Rick holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP ®ï¸) designations and obtained his Certified Private Wealth Advisor (CPWA ®) designation at the Chicago Booth School of Executive Education. Rick earned a Bachelor of Arts (B.A.) in Economics from the University of California at Irvine. Rick also serves as an advisory board member at Project ECHO, a 501(c)(3) non-profit that provides entrepreneurial training for high school students.
