Rick Indelicato, III
Investment Advisor Representative
Rick Indelicato III is an Investment Advisor Representative (IAR) with Forest Hills Financial Group (FHFG), specializing in investments, insurance, annuities, retirement and estate planning for the past 20 years. Rick uses simple visuals when making financial recommendations for his clients, providing individuals, families, and business owners with financial strategies to help them accumulate wealth, protect their assets and plan for a dignified retirement.
Rick graduated from Muhlenberg College and the University of London in 2000 with a Bachelor of Fine Arts degree (BFA) in Formal Logic and History. With his dad in the financial services industry since 1973, Rick grew up knowing the value of prudent money management and decided to enter the industry in 2004.
As an investment advisor, Rick was driven to find a way to enhance his client’s experience and became inventor of Cifico, a fintech software company whose software turns traditional financial charts and graphs into client friendly animations. Rick brings his knowledge, experience, and business acumen to FHFG and each client meeting.
Rick’s sense of community keeps him actively involved as Vice President and board member of a Housing Authority and creator of a politician vetting system. Rick enjoys debate, reading, practical writing, and spending time with friends and family. He was born in Smithtown, raised in Hauppauge and resides in Oyster Bay, New York.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0E89170. 2024-167873 Exp. 1/26.