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Margaret Richardson, CFP® Wealth Advisor

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Awards

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.    

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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*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.

The 2026 “Top 100 Independent Advisors 2026” was given in September 2026 and covers the year 2026. 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.