Ricardo Meneses has spent his career helping financial professionals build stronger businesses and deliver exceptional client experiences. He has been involved in the financial services industry, supporting the advisor community for over 20 years. He is passionate about connecting people, processes, and technology in ways that create meaningful outcomes.
At LifePath Wealth Advisors, Ricardo uses his leadership background to support the firm’s growth while seeking to ensure clients and their families receive the highest level of care and guidance. As the newest member of our team, Ricardo will be in charge of optimization and efficiency and work to streamline the technology process amongst our various tools. Ricardo has his series 7 & 63 securities licenses held with LPL Financial, as well as his California insurance license. Over time, he will transition to direct client support and take on an advisory role.
Outside of work, Ricardo values community, mentorship, and spending quality time with his wife and two sons.