Rick Baran , CFP®

Bio

Rick joined Procyon in 2025, bringing with him a wealth of experience from a 25-year career in various corporate finance roles and over six years in wealth management. Prior to this, Rick led a regional office for a highly regarded federally registered investment advisory firm.

Rick is a Certified Financial Planner® and completed his financial planning coursework at Fairfield University. He also holds degrees from The University of Connecticut and Florida Atlantic University.

Dedicated to providing exceptional client service, Rick takes great pleasure in building and nurturing relationships with individuals and families. He offers strategic guidance to help clients achieve their financial goals.

In his leisure time, Rick enjoys staying active by regularly attending workout classes and taking long walks with his beagle. He also cherishes gatherings and trips with family and friends, enjoys playing golf, and is an avid fan of the New York Rangers and UConn Huskies.