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SIMPLIFY. CLARITY. CONFIDENCE.


Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ practitioner in San Ramon, California.  Maureen works with individuals, couples and families to help simplify their financial lives and to help them identify and achieve their vision of what they would like their financial future to look like.  

Maureen learned at a young age all about hardwork, focus, determination and goal setting through ice skating.   She puts these attributes and years of lifelong coaching to work everyday with her clients to help them reach financial confidence and success.      

Because financial planning is not one size fits all, Maureen has designed 5 different and customized programs for where you are in your life right now and where you want to be.  These are outlined in "Our Services."

Further demonstrating her passion for excellence and achievement, Maureen recently published a book, “Til Money Do Us Part.”  This book is written for couples of all ages that are getting married or remarried. The book is a result of Maureen’s own personal and professional experience in dealing with money in relationships. It is available on Amazon.com.





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Last Updated: 05/23/16


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