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Margaret Richardson, CFP® Wealth Advisor
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Los Angeles, CA
Highlights
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
Fun Fact
I lived and worked in Argentina and Hong Kong. I have a great appreciation for diversity and our commonality.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | 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.
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| Q: | What Are You Involved in Outside of Work? |
| A: | 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. |
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Contact Form for Wealth Management
*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.