Profile for Rick Peterbok

Professional Experience:

Rick has been involved in the Financial Services business his entire career. He has developed three firms which concentrate on the financial goals and needs of the mid-market. The first to be developed was UniFinancial, an IMO organization, then OrganizAmerica which purpose is to develop technological resources and then the RIA firm Interactive Financial Advisors. The three firms formulate the "Someone who CARES" philosophy. Rick enjoys developing advisors as well as client relationship utilizing the CARES process.

Rick has worked to help independent advisors to develop their business by the utilization of technology and successful resource partners. The CARES philosophy stands for Client, Advisor, Resource Partners and Effective Systems. This models ensures that the advisor can be independent but has an interdependent process for success.

The CARES process sets the framework for the philosophy of the firms"Making Life Better for Everyone". Rick is committed to assisting clients and advisors to reach their financial success.

Personal Information:

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