Margaret Richardson, CFP®

Wealth Advisor

Start Date
Industry: 2000
KAR: 2024
  • 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)
Wealth Advisors

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.



† If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.


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.


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Contact Margaret Richardson, CFP®

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