Rick Blosser

Managing Director, Investments

Pathfinder Wealth Advisors

Biography

Pathfinder Wealth Advisors

The Pathfinder Group of Wedbush Securities is an investment advisory team of trusted wealth advisors dedicated to providing holistic, goals-based wealth management solutions to a select group of affluent families, entrepreneurs, executives, and institutions. Pathfinder holds the skills and extensive experience to provide comprehensive advice, independent thinking, and innovative solutions to help clients preserve, manage and grow their wealth for generations to come.

For the past 28 years, Rick has used an independent approach to advising, leveraging an open architecture platform for ultra-high net worth clients. Prior to founding his independent Pathfinder LLC multi-family office wealth management practice, he spent nearly a dozen years between Wells Fargo Advisors and UBS Private Wealth Management. He began his career advising clients with Morgan Stanley Private Wealth Management, where he spent 16 years. Before becoming a wealth manager, Rick worked in investment banking, and in fixed income trading. He is recognized as one of the country’s top private wealth managers, including nods from Barron’s, Forbes, and Financial Times.

Rick lives in Westlake Village, California with his wife Pam. They have four children, Caitlin, Kelsey, Robbie, and Molly. He is an avid golfer and also enjoys time skiing and fishing with his family in Montana.

APPROACH

  • Legacy and Philanthropic Planning
  • Family Governance
  • Family Enterprise Planning
  • Wealth Transfer Planning
  • Hedge and Liquidity Management
  • Alternative Investment Strategies

RECOGNITION/MEMBERSHIPS

  • Barron’s Magazine – one of the nation’s top advisors
  • Forbes Magazine – one of the nation’s top advisors
  • Financial Times – Top 400 List
  • Alumni School Committee of Princeton

SPECIALIZATIONS

  • Asset Management
  • Financial Planning
  • Stocks and Bonds
  • Wealth Management

Credentials

  • Series 7, 3, 63, and 65 securities licenses
  • B.A. in Economics from Princeton University
  • M.B.A. in Finance from the Anderson School of Business at UCLA

Mission Statement

Pathfinder is dedicated to providing holistic, goals-based wealth management solutions to a select group of affluent families, entrepreneurs, executives, successful individuals and institutions.