Skip to content

Meet the Planners

Reach out to us and let us know how we can help.

Rick Taborda

CFP®, CIMA®, RICP®

Rick joined Freeman Capital in 2019 on their mission to eliminate racial wealth gaps and provide minority families the education, advice and tools to build and grow generational wealth. Rick began his career at Smith Barney and later founded a successful mobile entertainment company  and a commercial real estate business. In 2010, Rick returned to the financial services industry and started a financial planning practice committed to helping individuals and their families align their financial plans with their life goals.

Rick has earned the following designations: CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Retirement Income Certified Professional®. Rick has also earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance.He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain and digital assets.

Rick Taborda

CFP®, CIMA®, RICP®

Rick joined Freeman Capital in 2019 on their mission to eliminate racial wealth gaps and provide minority families the education, advice and tools to build and grow generational wealth. Rick began his career at Smith Barney and later founded a successful mobile entertainment company  and a commercial real estate business. In 2010, Rick returned to the financial services industry and started a financial planning practice committed to helping individuals and their families align their financial plans with their life goals.

Rick has earned the following designations: CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Retirement Income Certified Professional®. Rick has also earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance.He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain and digital assets.

You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.