Areas of Expertise
- Comprehensive Financial Planning
- CalSTRS & CalPERS Pensions
- Social Security Planning
- Retirement Planning
- Investment Management
Ricardo Meneses has spent more than 20 years in financial services, working alongside advisors and helping firms improve the way they serve clients. His career has centered on connecting people, processes, and technology in ways that create a smoother, more thoughtful experience for the families and individuals being served.
Today, as a Wealth Planner at LifePath Wealth Advisors, Ricardo brings that experience directly into client conversations. He helps clients organize the moving parts of their financial lives, understand their retirement income options, and make decisions with greater clarity.
Ricardo’s RSSA® designation gives him specialized knowledge in Social Security planning. This is especially valuable for clients who are approaching retirement and trying to determine when and how Social Security should fit into their broader income strategy.
Ricardo’s role reflects LifePath’s belief that financial planning should be personal, organized, and connected to what matters most. He brings a practical, service-centered approach to planning, helping clients feel more informed as they move through important financial decisions.
Outside of work, Ricardo values community, mentorship, and spending quality time with his wife and two sons.