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About Lerner Financial

Rick Lerner CFP® Photo

Rick Lerner CFP®

President, Lerner Financial, LLC / Branch Manager, RJFS

Rick Lerner, CFP® is a fee-based CERTIFIED FINANCIAL PLANNER™ professional, and a registered investment advisor representative. He is also a Chartered Federal Employees Benefits Consultant. Rick owns Lerner Financial, LLC, which is an independent practice, based in Greenwood Village, CO. The team at Lerner Financial offers financial planning for The Greater Denver Metro area.

Rick is affiliated with Raymond James Financial Services, a subsidiary of Raymond James Financial, Inc. which is a diversified financial services holding company with subsidiaries engaged primarily in investment, financial planning, investment banking and asset management. Raymond James stock is traded on the New York Stock Exchange (RJF).

Rick has been in the financial services business for over 25 years. The primary focus of his practice is working with his clients in the area of pre-retirement wealth accumulation and developing post-retirement wealth distribution strategies.

Rick is a member of the Financial Planning Association. He holds a BA Degree from Whittier College and an MBA from Tulane University. He is a Denver native and resides with his wife, Marlene, in Centennial, CO.

Rick’s education and credentials:

  1. Certified Financial Planner™ (CFP®) Board of Certified Financial Planners
  2. Chartered Federal Employee Benefits Consultant (ChFEBC)
  3. Master’s in Hospital Administration, Tulane University
  4. Bachelor’s in Biology and Business, Whittier College
  5. Registered Investment Advisor Representative, Raymond James Financial Services Advisors, Inc.
  6. Registered Representative and Branch Manager, Raymond James Financial Services, Inc.

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Terra Joines

Client Relationship Manager

One of our core philosophies is to “Put the Client First.” Terra is key to carrying out that philosophy. As Lerner's client relationship manager, Terra is responsible for the daily operational aspects of our office.

Terra has over 18 years of experience within the financial services industry. She has worked directly for fund companies, trust companies and independent advisors. She has a vast knowledge of all sides of the financial industry.

Check the background of this firm/advisor on FINRA’s BrokerCheck.