Rick Kalb, CLTC in

Rick Kalb, CLTC

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Private Wealth Advisor at Northwestern Mutual
📍 Nevada City, California, United States

Rick Kalb is a Private Wealth Advisor at Northwestern Mutual with a 40-year career focused on multi-generational wealth, estate, and business planning. He holds a CLTC® designation and has been named to the Forbes Best-in-State list. Clients describe him as conscientious, honest, and solid.

Originally from New York, Rick is deeply involved in his Nevada County community, serving on the boards of Bright Futures for Youth and Hospice of the Foothills. He is a member of the 49er Rotary Club and enjoys hosting client events like interactive cooking classes.

He is the founder of the Big Brothers 50-Mile Mountain Bike Endurance Ride, a charity event that ran for 20 years.

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Experience
42 Years
Current Role
Private Wealth Advisor
Job Level
Junior
Location
Nevada City, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Rick cares about

Multi-generational Wealth
His professional focus is on multi-generational wealth management and serving as a trusted partner for families planning for their financial future.
Supporting Local Youth
He serves on the board of Bright Futures for Youth and founded a long-running charity bike ride for Big Brothers/Big Sisters.
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Career

Work history

1-2014
Private Wealth Advisor
Northwestern Mutual
8-1983
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
1978 - 1982
Education details unavailable
Syracuse University
1978 - 1982
BA
Syracuse
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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