Rick R. Emmett
Mr. Emmett serves as Chief Operating Officer of InvestLinc Wealth Services, Inc. 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 and corporate secretary of Resource Asset Management Company, LLC, 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 expects to achieve the Chartered Financial Consultant (ChFC®) designation in 2017. 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.
Direct Dial: (714) 768-6420
Charles F. Harpster
Mr. Harpster serves as Chief Investment Officer of InvestLinc Wealth Services, Inc. overseeing equities, fixed income, real estate, and private equity. From 2013 until 2015 Mr. Harpster served as a Senior Vice President of Clarion Partners in New York with primary responsibility for marketing strategies for the Clarion funds and for special projects designated by the board of directors of Clarion Partners. From 1999 to 2013, Mr. Harpster was a regional vice president of Wells Real Estate Funds, based in Norcross, Georgia, with responsibility for raising funds for various investment entities sponsored by Wells. From 1989 to 1999, Mr. Harpster served in various positions with New England Financial in Newport Beach, California, ultimately serving as Co-General Agent. Prior to that time, Mr. Harpster was a fee based financial planning manager and investment specialist for CIGNA at their Newport Beach and Hartford, Connecticut offices. Mr. Harpster began his career as a paraplanner for Hamilton Gregg & Company in Salisbury, Connecticut. Mr. Harpster is a 1981 graduate of Brigham Young University with a Bachelor’s Degree in Financial and Estate Planning. He earned the Certified Financial Planner (CFP®) designation from the College for Financial Planning in 1984. Mr. Harpster has served in various security capacities throughout his career. He has held the following FINRA licenses to execute his duties including Investment Company and Variable Contracts Product Representative (Series 6), Full Registration for General Securities (Series 7), Direct Participation Program Representative (Series 22), General Securities Principal (Series 24), and Direct Participation Program Principal (Series 39).
Direct Dial: (714) 768-6407
Daniel G. Coelho
Daniel G. Coelho is the President of IBR Legacy Partners, Inc. and MFO Resource, Inc., both of Anaheim, California, a consortium of financial services firms serving clients for more than 63 years, providing wealth management and special services to family offices. Mr. Coelho also provides strategic direction and leadership to Resource Asset Management, of Anaheim, California, which holds and manages commercial real estate. 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.
Direct Dial: (714) 768-6416
West A. Cohan
West A. Cohan serves as a Wealth Manager with InvestLinc Wealth Services, Inc. Mr. Cohan joined InvestLinc in 2012, and has expanded his experience from client service specialist to insurance planner, prior to achieving his current position. He is insurance licensed in life, health, disability, long-term care and property and casualty. He is a California Notary Public and holds a Series 65 investment license. His primary focus is administration, operations, compliance, technology and client service. He expects to complete the Certified Financial Planner designation in 2017. He earned his Bachelor’s Degree in Economics from the University of California at Los Angeles in 2012 and currently serves as a board member of a non-profit organization.
Direct Dial: (714) 768-6442