Financial advisor serving Kalispell, Montana and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. Mission Statement
We will make a positive difference in each of our client’s lives by guiding them as they work towards their financial dreams. Vision Statement
We will strive to create a financial plan for each of our clients that will form the “Cornerstone” of a successful life journey. Value Proposition
We are passionate about helping our clients plan for the dreams and goals that are most important to them and helping them live their lives with confidence. Don Rich holds several degrees including:
College for Financial Planning
Master of Science (M.S.)Field Of StudyPersonal Financial Planning
2009 – 2011
College for Financial Planning
Certified Financial Planner
Financial Planning and Services
1994 – 1997
University of Arizona
Master's degree
Field Of StudyAthletic Training/Trainer
National Athletic Trainer's Association Certified Athletic Trainer
1977 – 1978
Montana State University-Bozeman
Bachelor of Science (B.S.)Field Of StudySecondary Education, Physical Education, General Science
1973 – 1977
Northern Montana College
General Studies
1971 – 1972
Donald Rich is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.cornerstone-wealth.com.
