James “Rick” McClanahan
Rick McClanahan has been working in the financial sector for over 20 years, helping clients protect their assets and invest wisely. A successful financial consultant, speaker, coach and entrepreneur, He founded his holistic financial advisory practice, Legacy First Financial Group LLC, in 2007 and is also the founder and CEO of the American Financial Education Alliance (AFEA) an IRS approved 501(c)(3) nonprofit organization specializing in teaching financial education in libraries, businesses, and over 200 universities nationwide.
Rick’s success in his financial practice and non-profit organization naturally led to an overwhelming desire to educate financial professionals about the new DOL fiduciary rule and what it now means to be a true fiduciary. In early 2017 He founded the National Association of Certified Financial Fiduciaries (NACFF) and created the Certified Financial Fiduciary® designation to accomplish this goal.
Rick is now a widely sought out conference speaker and instructor of multiple topics including comprehensive fiduciary training, understanding fiduciary laws, the DOL Fiduciary rule as well as financial management, retirement income planning, Social Security and Medicare training, employee and workplace training, wealth management strategies and more. His workshops, classes and seminars are in constant demand due to his devotion to his craft, his passion for helping people improve their lifestyles, and his expertise in insurance, finance, tax and estate planning issues.
After graduating from high school Rick served eight years on three different ships in the United States Navy the largest of which being the USS Theodore Roosevelt CVN 71, a nuclear-powered aircraft carrier. While serving our country he worked in the ship’s finance department where he got his start assisting other service members with their finances. During his time in the military, he was able to complete his undergraduate studies as well marry and begin raising 3 wonderful children: Jordan, Raven, and Domenic. Rick is a proud veteran of Desert Shield and Desert Storm