Rick earned an Associate of Arts (AA) degree from Santa Rosa Junior College and a Bachelor of Arts (BA) degree from Sonoma State University. He began his career in financial services with Edward E. Crumbley Financial Planning Services as a paraplanner and LPL Registered Sales Assistant. Upon Mr. Crumbley's untimely passing in 2000, Rick founded Crumbley Financial Services. He has earned the AAMS (Accredited Asset Management Specialist) designation from the College for Financial Planning. Rick is licensed with the State of California for life, disability and variable insurance products (CA Insurance Lic. #0833230) and holds FINRA Series 6, 7, 24, 63 and 65 registrations through LPL Financial. He is an LPL Registered Principal.
Away from the office at home in Petaluma (where he graduated from Casa Grande High School in 1982), Rick is a long-time volunteer coach and board member of the Petaluma Valley Little League. When he's not around the ball field, he's likely volunteering time to the Casa Grande High School boys basketball program.