CFP Professional and CFA Charterholder - It is estimated less than 1% of financial advisors in the industry hold this impressive distinction. Interested in more than just stocks and bonds? We advise clients on total wealth management including real estate and business investments. A transparent, product free business model ensures we provide unbiased advice on your total financial picture.
You've worked hard to become a success! Partner with our CERTIFIED FINANCIAL PLANNER, who will serve as your family's CFO and design a financial plan that ensures your hard work provides for you and your family for years to come.
You've worked hard to become a success! Partner with our CERTIFIED FINANCIAL PLANNER, who will serve as your family's CFO and design a financial plan that ensures your hard work provides for you and your family for years to come.
Services
Independent financial advisor based in San Diego providing financial planning and investment management services to Driven professionals and business owners around the country. We help you confidently grow, protect, and transition wealth. Partner with a CERTIFIED FINANCIAL PLANNER professional to serve as your family's CFO and design a financial plan that ensures your hard work provides for you and your family.
Hi, I am Rick Vazza, founder and financial advisor of Driven Wealth Management. I launched Driven Wealth Management in 2018 to partner with Driven professionals and entrepreneurs. After several years advising ultra high net worth clients at major institutions, I recognized I love working with business owners.
The CFA designation is the most difficult to achieve and respected financial credential in the world. The CFA designation is earned by completing three rigorous tests that focus on expertise in investment management, obtaining an appropriate work history and adhering to a code of ethics. You do not!
Reviews (5)
Annie Wilson
Feb 01, 2021
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Anne Schiano
Nov 26, 2020
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Corey Parker
Sep 12, 2019
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I have been using Driven for over a year and could not recommend Rick enough. Before finding Driven, I had met with advisors at Fidelity, Charles Schwab, Merrill, and every other top financial advisory firm, but they all seemed to be pushing a product/fund that was in their best interest and not mine. With Driven, Rick truly has your best interest in mind and will tailor a plan that is best for your goals. I finally feel like I am doing enough with saving and planning for my future. It is also great to have someone you can trust to seek financial guidance from, whether it is investing, picking
Kristina 'Kp' Powers
Jul 20, 2019
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Rick at Driven Wealth Management is truly passionate about helping me grow my business. More than a financial planner, Rick is focused on complementing my existing business knowledge so that I'm growing the company's wealth in ways that align with my goals. He has helped me to spot areas where I could make some financial changes, which will have a big impact on the business. I may have stumbled onto these issues myself ... years down the road, having wasted more than I would have cared to calculate and taking me away from the passion of my business. It is rare to find someone who can advise on
Ryan M.
Jan 08, 2019
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I started working with Rick after my father in law passed away unexpectedly in August of '18. My wife and I made the decision to move from San Antonio to the Austin area to be closer to her Mom and sister so that we could all grieve and heal together. At the same time, I left my corporate job and started my own business which has presented its own set of financial and marital challenges. We realized that we needed help because we were overwhelmed. Rick has been our rock. His compassion and expertise have given us clarity and peace of mind to make the right financial decisions for now and for
