Learn How to Crush like Will Richardson!

Will Richardson graduated Magna Cum Laude from the University of Mississippi in 2000 with a B.B.A. in Marketing and immediately embarked on a career in financial services.

After working as a stock broker for Morgan Stanley Dean Witter, Will joined Northwestern Mutual in 2002, servicing investment operations for the Tallahassee, Florida office. In 2005, Will moved to the Bay Area and held the role of Director of Network Office Supervision for the San Francisco office until 2008, when he decided to leverage his education and experience to establish a practice as a Wealth Management Advisor.

As a Wealth Management Advisor and the CEO of Richardson Financial, Wealth Management and Insurance Services, Will focuses on helping sophisticated, busy, successful people save money efficiently, protect the things and people they care about most, and minimize the impact of taxes over time. Will and his team specialize in working with investment professionals, law partners, CPAs at Big 4 firms and entrepreneurs in the areas of estate, business, retirement and family insurance planning.

In 2010, Will completed his Chartered Life Underwriter (CLU®) designation and, in 2012, Will satisfied the requirements to receive his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification.

Some of Will’s other accomplishments include speaking at various Northwestern Mutual offices around the country as well as presenting at company conferences. Will also recently launched a podcast interviewing veteran financial representatives to provide as a resource for others in the company to grow.