As a Financial Advisor at Shoemaker Financial, Ricardo brings a strong foundation in financial management and a client-focused approach to his work. He joined Shoemaker in April 2026 and focuses on retirement planning, investment management, and helping business owners develop and implement sound financial strategies.
Prior to entering the financial services industry, Ricardo served as a Controller for a multi-location restaurant group, where he oversaw financial operations and gained hands-on experience managing complex business finances. This background provides him with a unique perspective when working with business owners and individuals seeking practical, results-driven financial guidance.
Ricardo is passionate about serving a diverse client base and has a particular interest in supporting the Hispanic community. Fluent in both English and Spanish, he is committed to making financial guidance accessible and personalized for every client he serves. His approach is rooted in service, integrity, and treating others the way he would want to be treated.
Education & Credentials
- B.B.A. in Finance, Minor in Accounting, University of Memphis, 2025
- FINRA Series 7 and Series 66 registrations
- Life Insurance Licensed
Community Involvement
- Greater Memphis Chamber – Young Professionals Council
- Volunteer Memphis
Personal
- Born in Mission, Texas and raised in Memphis, Tennessee
- Enjoys supporting local restaurants and small businesses
- Competes in regional paintball tournaments
- Enjoys spending time outdoors at local parks
- Memphis Grizzlies fan