About Rick Durkee

Rick Durkee, Founder and President of The Coastal Financial Planning Group, has served in leadership roles in the financial services industry for more than 20 years. Rick holds a bachelor's degree in business management/marketing from The University of South Carolina. He has held a NASD Series 65 license for 3 years and is licensed in South Carolina life, accident, health and disability insurance. He has also held NASD Series 6, and 63 securities licenses.

After serving in leadership positions for many years at Prudential Insurance, New York Life, and MetLife, and earning his designation as a Life Underwriting Training Council Fellow (LUTCF), Rick returned to his original love: meeting with clients as their retirement advisor and helping them plan for their longevity and enjoyment of life after retirement. In 2003, he founded The Coastal Financial Planning Group to offer advanced retirement planning to baby boomers and others saving and investing for retirement.

Rick has been a resident of Charleston for the past 9 years. He is the host of two of the Lowcountry's extremely informative financial show's... Money Matters & Retire Right Right with Rick Durkee. He is married to his wife Violet and lives in West Ashley.


Questions? Rick Durkee is an investment advisor and a fiduciary. Call (843) 735-5065 or click here to schedule a no obligation initial consultation.