Rick Ackerman

Wealth Strategist

A numbers guy at heart, Rick Ackerman transitioned from the medical device industry to finance in 2003, driven by his passion for investing. For years, he helped financial advisors set up retirement solutions before joining Cadeau Family Wealth—a firm whose team-focused, client-first approach felt like home.

Rick specializes in retirement and college planning, helping families navigate admissions while creating smart financial strategies to budget and pay for their children’s education. “Piecing together clients’ financial puzzles so they can live comfortably—it doesn’t get better than that.”

Outside of work, Rick enjoys life with his wife, son, and two daughters. A dedicated coach for soccer, baseball, and basketball, he’s always on the sidelines cheering them on. His family loves music, golf, camping, and road-tripping across the country, making the most of every adventure.