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Profile

Rick Ashburn, CFA, EA
Principal
About Rick
- Objective: Rick’s role in a client’s financial life is to serve as the family CFO – a financial quarterback of sorts. Coordinating the three pillars of financial life: Planning, Investments and Taxes.
- Specialized Responsibilities: Rick is an Enrolled Agent, licensed to prepare and sign federal and state tax returns. He is also an expert in credit analysis and trading for California Municipal Bonds.
- Snapshot: Rick has over 30 years’ experience working with families, business owners, nonprofits and municipalities.
Experience
- Founder and President, VR Advisors, a tax and investment advisory firm.
- Founder and President, Creekside Partners, and wealth planning and investment advisory firm.
- Managing Director, MBIA, Inc., municipal bond insurance company.
- Former appointed member, California Debt and Investment Advisory Commission
Education
- University of Maryland, BA in Economics with High Honors
- UCLA Graduate School of Economics
