Maureen  Richardson,  CFP<sup>&reg;</sup> - Financial Advisor

Maureen Richardson, CFP®

Richardson Elite Financial Strategies

2440 Camino Ramon, Ste 285
San Ramon, CA 94583
FINANCIAL ADVISOR'S WEBSITE
(925) 355-1588 CONNECT WITH Maureen
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General

Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Richardson Elite Financial Strategies in San Ramon, CA and the surrounding communities.

Financial Advisor Overview

 Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ practitioner in San Ramon, California.     Maureen works with financially responsible clients guiding them to achieve lifetime financial success and stability, hence enabling them to enjoy life without worrying about money.

Maureen learned at a young age all about hardwork, focus, determination, and goal setting through ice skating. She puts these attributes and years of lifelong coaching to work everyday with her clients to help them reach financial confidence, clarity, and success.     

Further demonstrating her passion for excellence and achievement, Maureen published a book, “Til Money Do Us Part.”  This book is written for couples of all ages who are getting married or remarried. The book is a result of Maureen’s own personal and professional experience in dealing with money in relationships. It is available on Amazon.com.

 

 


Strictly intended for individuals in: AZ, GA,  CA, MA, NJ, NV, OR, TX, WA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Maureen Richardson (CA Insurance Lic.# 0B17656) is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Financial Advisor Experience

BA Finance, Kent State University, Kent Ohio

EF Hutton & Co, New York , NY

National Association of Securities Dealers, San Francisco, CA

Charles Schwab & Co, Inc, San Francisco, CA

American Express Financial Advisors, Walnut Creek, CA

Current independent Broker Dealer affiliation: Commonwealth Financial Network, Waltham MA

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Financial Divorce Specialist

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities offered through Commonwealth Financial Network, member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Married, Retirement, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources