Rick Vazza, CFP®, CFA® Driven Wealth Management

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About Rick Vazza, CFP®, CFA®

Hi, I am Rick Vazza, founder and financial advisor of Driven Wealth Management. I launched Driven Wealth Management in 2018 to partner with Driven professionals and entrepreneurs. After several years advising ultra-high net worth clients at major institutions, I recognized I love working with business owners.

Unfortunately, I noticed a few problems in trying to do so:

The financial industry traditionally charges on the investments they are managing, but most business owners don’t have sizable investment accounts – their net worth is in the business after all!
Standard planning topics aren’t interesting or relevant to business owners – diversification and stock market returns don’t seem attractive when your business has a high return on capital.
Owners are weary of “financial advisors” just trying to sell them life insurance.

From this, Driven Wealth Management launched to address these problems and partner with business owners and their families by:

Charging a fee for service (like a consultant), not requiring a fee on assets.
Helping business owners grow their largest asset (company) using expertise gained through earning the CFA designation by focusing on business metrics and strategy.
Using the expertise gained through earning the CFP® designation to explain how business decisions impact the personal and family planning of the owners and ensuring they continue to build their net worth without overlooking any blind spots.

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Ideal Clients

  • Business Financial Management
  • Business Owners
  • Business Planning
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $210+/mo
  • Quarterly Fee: $1,000+/qtr
  • AUM: 0.50%

SEC Records

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