Ross W. Richardson,  CFP<sup>&reg;</sup> - Financial Advisor

Ross W. Richardson, CFP®

CPWA®

Senior Financial Advisor

Apella Wealth

65 Memorial Rd Ste C340
West Hartford, CT 06107

Apella Wealth

25126 E Tara Plantation Dr
Tomball, TX 77375-1611
(832) 645-0033
(832) 724-9943

General

Ross Richardson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Apella Wealth in West Hartford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CPWA®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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