Richard S. Levitz, CFP®, CLU, ChFC - President, Insurance and Investment Services.
Rick joined GCG Financial, Inc. in 1992 and is the President of Insurance and Investment Services. Rick is primarily responsible for GCG's business units serving individuals in the areas of insurance, investments, and financial planning. In addition, Rick heads up the GCG Planning Resource Center - a team of specialists who develop and design advanced planning concepts for high net worth individuals and closely held businesses. His areas of expertise include life insurance, estate planning, business succession and executive compensation strategies.
Rick received his BSBA in Finance from the University of Denver in 1985 and graduated Magna Cum Laude from the University of Illinois College of Law in 1988. Upon completion of law school, Rick spent 4 years at the law firm of Kirkland & Ellis in Chicago, Illinois.
Since coming to GCG, Rick has earned his Certified Financial Planner™ certificate, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Rick is a Registered Representative and offers securities and investment advisory services through Securian Financial Services, Inc. He also holds registrations for series 6, 7, 24, 63 and 65. Rick is a member of the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Financial Planning Association and the Association for Advanced Life Underwriters.
Rick lives in Highland Park, Illinois with his wife Julie, and their children Hannah, Matthew and Chloe.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC , A Registered Investment Advisor
