RICHARD BAVETZInvestment Advisor
Phone:(805) 777-7799Fax:(805) 351-3803 Rick Bavetz is the senior investment advisor representative at CaringtonFinancial. He originally came to Westlake Village in 1970, so obviously he is very well established in the community. Now with nearly 30 years’ of experience in the real estate, insurance and annuity industry, he is dedicated to providing exceptional service built on a foundation of deep understanding and trust. His passion for assisting others is based on a high work ethic instilled in him by his father and drives him to help his clients achieve their goals.
Rick holds Series 65, life insurance and real estate licenses in California and has performed more than 15,000 individual financial needs assessments, a process of mutual discovery used to assist clients in choosing the most appropriate investments and insurance protection. The sheer volume of this experience, makes Rick one of the most highly qualified advisors in the industry and instills tremendous confidence throughout every element of the process, from the analysis and planning phases to delivering solutions and implementation. Rick also has many years experience in public employee pension benefits and is fluent with the retirement systems of various state & local government agencies as well as both Federal Employer retirement systems, CSRS & FERS.
By maintaining a strict client-centered approach, Rick’s wealth of knowledge and imagination is used in teaching methodologies that havesuccessfully undergone decades of evaluation and scrutiny. In keeping with his “Un-Conventional Wisdom”, Rick demonstrates that empoweringa client with the ability to think for themselves, ultimately creates in that individual, an immeasurable amount of passion towards their own questfor real financial independence.