Rico’s career in wealth management began in 2019 after spending a few years in corporate finance. He quickly embraced the values of a planning-first and client-centric approach by earning his CERTIFIED FINANCIAL PLANNER® certification in 2021. In his experience, successful relationships begin with a detailed discovery process. Once clear objectives are identified, he commits to providing the best solutions for any given need or problem, leaving no stone unturned.
In addition to providing solutions, he emphasizes client education, as he believes it is key in achieving optimal results. When the opportunity arose to join the Vallano Group, one with a longstanding track record of delivering exceptional advice and service, the decision was easy.
Rico grew up and currently resides in the South Hills with his wife, Lauren. Outside of work, he enjoys cooking and BBQ, as well as cars, golf, fitness, and anything Penn State football.