Rick DuPont

Rick DuPont

Wealth Manager, J.P. Morgan Wealth Management
PENINSULA/SILICON VALLEY

Rick DuPont

Wealth Manager, J.P. Morgan Wealth Management
PENINSULA/SILICON VALLEY
  • Wealth Management Experience Since 2000
    Mr. DuPont began his financial career at Merrill Lynch / Bank of America in 2000, where he advanced to Senior Vice President of Investments. Mr. DuPont specializes in providing clients with tailored financial solutions, including pre-retirement planning, retirement planning and portfolio management. He also specializes in concentrated stock strategies and pre-IPO stock planning. Knowledgeable and patient, he applies his extensive experience to understanding his clients’ needs and helping to establish strategies that work for their unique situations.
  • Professional Designation
    He holds the professional designation of Chartered Retirement Planning Counselor℠, CRPC®.
  • Education
    Mr. DuPont earned a Bachelor of Science in Business Administration from the University of San Francisco.
Email me
Check the background of the firm and its investment professionals on .

Team Connections