Ricardo Baptiste, CFP® President, Wealth Investment Group Private Wealth Advisor, RJFS

Ricardo Baptiste is a private wealth advisor with more than 23 years of financial industry experience. He holds the professional designation of Certified Financial Planner professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

By listening and giving his clients all the time they need to express their financial goals, Ricardo then crafts a customized strategy for each client, offers comprehensive financial advice, and provides a broad range of solutions to help them and their loved ones pursue their financial goals now and for the future.

Ricardo provides the high-touch service of an investment boutique, backed by the power of a large, resource-rich global firm. Before transitioning to Raymond James, Ricardo joined Ameriprise Financial in 1997 as a financial advisor, OSJ branch manager and independent owner. While there, he was recognized as part of the Ameriprise Circle of Success for eight years. Ricardo graduated summa cum laude from Florida Atlantic University in 1995 with a Bachelor of Science degree in finance.

Ricardo resides in Fort Lauderdale, where he continues to volunteer as a financial advisor at community workshops and also serves as a volunteer for Feeding America. Ricardo is bilingual and speaks English and French.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.