Old Peak Finance: The Smartest Way for Retirees to Give with Qualified Charitable Distributions (QCDs) 00:10:00
Rick founded Old Peak. He has 25 years’ experience providing financial advice. He is a CERTIFIED FINANCIAL PLANNER™. He previously spent 15 years advising companies and governments throughout Asia, with Merrill Lynch, where he led teams that completed $50 billion of transactions.
