CFP®, ChFC, MSFS
Senior Vice President - Los Angeles
Rick Koff is a Senior Vice President who joined the Los Angeles office of Lenox Advisors in 2013. He works with individuals and businesses on the development and execution of tailored financial strategies –spanning the areas of investment consulting, tax planning, insurance and risk management, and estate planning.
Rick has over two decades of experience in the financial services industry. Prior to joining Lenox, he spent 12 years as a senior financial planner with AXA Advisors, LLC -specializing in working with affluent individuals and their families to help them manage and maintain their wealth. Previously, he headed up the financial planning arm of a boutique Financial Services firm for eight years. His certifications include a CFP® (Certified Financial Planner) certificant and the ChFC (Chartered Financial Consultant) designation. He received his B.S. in Business from the University of Southern California and his Masters Degree in Financial Planning from the University of Phoenix’s College for Financial Planning.
Rick supports the Juvenile Diabetes Research Foundation (JDRF) and lives with his wife, Heather, and their four kids in Oak Park, CA.
For Rick’s complete licensing information click here.