Richardson Elite Financial Strategies | Financial Planning in San Ramon, CA

We want to help you be present in your life today with the confidence that you’re on track toward your goals for tomorrow.

caring experience

Turning Dreams Into Reality.

Financial planning from a competent, conscientious, and compassionate team.

Our welcoming and inclusive firm serves a diverse set of clients with the honest, hard-working, and caring approach that is ingrained in our founder, Maureen Richardson, from her small-town, Midwestern roots. We deliver the focused attention you deserve from a seasoned and knowledgeable financial advisor.

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Focused guidance

Setting the Compass for Your Financial Plan.

When you partner with us, we will design your Financial Roadmap® to help resolve your critically important concerns. Your personalized plan will address your investments, cash reserves, tax legislation, insurance, estate planning, and your present and future income needs.

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Financial Planning

From funding college costs to saving for retirement, we help you plan for it all.

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Portfolio Management

Manage your portfolio in a systematic way for the long-term.

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Tax Planning

Help minimize the tax burdens you face now and in the future.

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Estate Planning

Create a master plan to help manage and preserve your legacy.

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knowledgeable and approachable

Meet Your Advisor.

We are comfortable and easy to work with because everything we do is designed to bring you the one-on-one, intimate attention you won’t receive from the larger, impersonal financial institutions.

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Maureen-Richardson

Maureen Richardson, CFP®

Founder and Financial Advisor