Rich has spent 40 years in financial services helping clients maximize retirement income, reduce taxes,
and protect their families. He focuses on retirement income planning and ensuring that clients continue enjoying their lifestyle beyond their working years.
Originally from Ohio, where he was president of his senior class in college, Rich lives in Sherman Oaks, CA, where he is an active community volunteer. He serves on several non-profit boards, has been a Big Brother for many years, and coached hundreds of baseball, soccer, and basketball games when his son was growing up.
“Making a difference in people’s lives in everything I do is imperative and excites me to get up in the morning. I'll treat you like family, and I would do anything to protect and take care of my family.
I also speak for who you'll be in 10, 20, or even 30 years. There's a 50% chance one member of a couple age 65 will be around at 92 and a 25% chance one will be around at 97. So, helping you to make
responsible decisions is a responsibility I take very seriously.”
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.