Margaret Richardson, CFP®

Wealth Advisor

Start Date
Industry: 2000
KAR: 2024
Education
  • MBA, Finance The Wharton School, University of Pennsylvania
  • B.A., Finance CSUF
Prior Work Experience

Vice President, Financial Advisor, Credit Suisse/DLJ

Investment Analyst, Single Family Offices
Sr. Registered Client Associate, Rockefeller Capital Management
Sr. Registered Client Associate, Merrill Lynch

Certifications and Credentials
  • Certified Financial Planner- CFP
  • Series 7 and 66
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Best-In-State
Wealth Advisors
(2018-2023)

What Do You Enjoy Most About Your Job?
We work with clients who often are the best at what they do, and our clients trust us to be the best at what we do. Providing proactive investment guidance, creating customized financial plans, and building trust and friendships over time are the most rewarding parts of my job.

 

 

What Are You Involved in Outside of Work?

I am a travel and nature enthusiast. I enjoyed diving in the Great Barrier Reef, Red Sea, Palau and hiking in the Himalayas, Patagonia, and more.

 

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Margaret Richardson, CFP®

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