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Wesley Rickard, CPA, MST, CFP™

Wesley Rickard, CPA, MST, CFP™

Wes Rickard has more than 30 years of experience in the complex areas of estate planning, corporate and individual taxation, and Medicaid planning. He has been a partner of QRGA for over 25 years. 

Wes is a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist designated by the American Institute of Certified Public Accountants, as well as an insurance broker. He also holds a registered representative securities license.*

Prior to joining QRGA, Wes held accounting positions with PriceWaterhouse and Seidman & Seidman, where he gained extensive experience working with a wide range of clients across multiple industries.

Wes earned both a Bachelor’s Degree in Accounting and a Master of Science Degree in Taxation from Bentley College. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the National Academy of Elder Law Association.

When he is is not helping clients achieve their financial goals, Wes is an avid golfer and home theater devotee.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

 

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