portrait of Ricardo V Lira

About Ricardo

As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

My passion for investments and financial services began while serving in the United States Navy. As a young service member, I was mentored by a seasoned chief in all areas of life to include investments. Now, I have the privilege...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma City UniversityMaster of Business Admin

Team Members

  • Robin Proctor
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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