Phone: (949) 202-4119
Mr. Dickman serves as a Wealth Advisor and is responsible for providing wealth planning and investment management services. In his role, Mr. Dickman partners with clients to help maintain and analyze their current financial portfolio. He serves as a primary point of contact in order to provide an exceptional client experience.
Prior to joining First Foundation Advisors, Mr. Dickman’s experience includes roles focused on Institutional Equity Sales, Fixed Income Securities Trading, and Wealth Management.
Mr. Dickman earned his Bachelor of Arts degree in Mathematics from Gustavus Adolphus College in St. Peter, MN. He is also a Certified Financial Planner®, CFP, and holds the Chartered Financial Analyst® designation.