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

Shelley Richardson, CFP®

Sr. Vice President - Wealth Management

UBS Financial Services

22060 Timothy Lane
San Jose, CA 95120
FINANCIAL ADVISOR'S WEBSITE
(408) 827-3266

General

Shelley Richardson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Retirement, Startup, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources