Speakers
Rick Simonetti
Founding Partner, CEO, Head of Wealth Planning
Fidelis Capital
Rick is one of the foremost experts in the industry on integrating wealth planning, family dynamics, and tax management into financial decisions and advice. He brings this experience to bear for the clients of Fidelis, providing greater confidence in the decisions we make together β and a greater likelihood of actually taking action and making progress toward client goals.
Rick and his wife Sherri are the parents of triplet teenage boys. In addition to reading about taxes and finances, he enjoys college football, auto racing, good wine and good food, and craft cocktails. Itβs because of the last few that he also enjoys a good Peloton workout! Beach, wine country, and mountain vacations are all high on the list for the Simonetti family. Born in New York, Rick grew up in Worthington, Ohio, just outside Columbus.