Cfp Rick Coltrera Email & Phone Number | **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Rick is a Certified Financial Planner with over 30 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cfp Rick Coltrera

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Westfield, New Jersey, United States

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Cfp Rick Coltrera’s Email richard.coltrera@ubs.com

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Cfp Rick Coltrera’s Location Westfield, New Jersey, United States

Cfp Rick Coltrera’s Current Industry Ubs

Cfp Rick Coltrera’s Prior Industry Merrill Lynch

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First Vice President -Wealth Management at UBS

2005-05-01 00:00:00 - Present

Vice President - Investments, CFP

1995-01-01 00:00:00 - 2005-05-01 00:00:00

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Cfp Rick Coltrera is a **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Rick is a Certified Financial Planner with over 30 years of experience in the financial services industry. Prior to joining UBS, he was associated with Merrill Lynch. Rick uses financial planning as the foundation of his clients' portfolio strategies. Rick earned an M.B.A. in finance and has completed the UBS Wealth Management education program. Outside of the office, he has been active in many community organizations, including Westfield Foundation, the Westfield YMCA and many youth sports programs. Rick and his wife Margie reside in Westfield, NJ /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**