Mathias Rick, ChFC®, CASL®
Financial Planner, Wealth Management Advisor
As a Financial Planner and Wealth Management Advisor with Pelora Advisors, I’ve spent over 40 years helping clients plan for their future and manage their wealth with confidence. My focus is on creating personalized financial strategies that help individuals and families reach their financial goals.
I’ve always been intrigued by the stock market, which led me to pursue a career in financial services. What I enjoy most about my role is the opportunity to coach my clients through their financial journey and witness them achieve their goals. Building strong, long-term relationships and providing thoughtful guidance is at the core of what I do.
I earned my Associate of Science degree in Business Administration from SUNY at Cobleskill and my Bachelor of Arts degree in Business Administration from SUNY at Plattsburgh. Outside of work, I’m actively involved in my community. I serve on the board for the St. Patrick's Day Parade Committee, volunteer for the Special Olympics, and participate in the Honor Guard for the Knights of Columbus.
Originally from Saugerties, NY, I moved to this area in 1980 when my parents relocated here. I’ve been married to Theresa for over 13 years and she has two wonderful children. In my free time, I enjoy snow skiing, following sports, and staying involved in community and church activities.