Rick R. Emmett
Mr. Emmett serves as President and Chief Compliance Officer of InvestLinc Wealth Services, LLC. In that capacity, he provides financial advisory and management services to individual and business clients and oversees the finances of approximately twenty-five entities. Mr. Emmett is also the COO/Treasurer/Chief Financial Officer and a director of IBR Legacy Holdings, Inc., MFO Resource, Inc., and San Marino Homes, Inc. He is also the Treasurer/Chief financial Officer of Resource Asset Management a property management company administering commercial properties in California, Arizona and Nevada. He has a long history of serving as an executive officer or board member for a number of business and non-profit corporations and foundations. Mr. Emmett holds the professional designations of Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), National Certified Guardian, California Professional Fiduciary and is enrolled in the Chartered Financial Consultant (ChFC®) designation. He is insurance licensed in life, health, disability and long-term care. Mr. Emmett is a 1993 graduate of California State University, Los Angeles with a Bachelor’s Degree in Philosophy. He also has studied extensively at the Master’s level in history, philosophy and religious studies.
Email: rick@investlinc.com
Direct Dial: (714) 768-6420
West A. Cohan
West A. Cohan serves as Chief Investment Officer & Wealth Manager with InvestLinc Wealth Services, LLC. Mr. Cohan joined InvestLinc in 2012, and has expanded his experience from client service specialist to insurance planner, prior to achieving his current position as Chief Investment Officer and Wealth Manager. He is insurance licensed in life, health, disability, and property and casualty. He passed the Series 65 investment examination. His primary focus is portfolio management, administration, operations, compliance, technology and client service. He completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®) programs in 2019. He earned his Bachelor’s Degree in Economics from the University of California at Los Angeles in 2012 and served as a board member of a non-profit organization.
Email: west@investlinc.com
Direct Dial: (714) 768-6442
Daniel G. Coelho
Daniel G. Coelho is the Chairman of IBR Legacy Partners, Inc. and MFO Resource, Inc., both of Anaheim, California, a consortium of financial services firms serving clients for more than 69 years, providing wealth management and special services to family offices. Danny also provides strategic direction and leadership to Resource Asset Management, of Anaheim, California, which holds and manages commercial real estate. He is not a direct employee or owner of InvestLinc Wealth Services, LLC. Since selling his stake in InvestLinc, he remains involved as a key outside consultant. His legacy and heartbeat can still be found in our motto “To Inspire & Serve”. He serves as Managing Director for various charitable private foundations. His career experience includes executive level and leadership service in various companies, including a national manufacturing company and various commercial construction companies.
Email: danny@mforesource.com
Direct Dial: (714) 768-6416