Maureen Richardson, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ practitioner who has guided clients through four significant market downturns, recessions, world crises as well as times of confidence and prosperity. Financial planning and providing advice was never a second career. Maureen knew at a young age that she wanted to be a financial advisor. Maureen and her grandfather read the Wall Street Journal together. At a young age Maureen would create stock portfolios and follow financial news because she was absolutely fascinated with money and finance. She obtained a finance degree from Kent State University. During college, Maureen took time off to work as a broker's assistant at the former Merrill Lynch brokerage house. Maureen felt she was learning real life money management while earning money to pay for college. After a few years of working at EF Hutton in New York City and Schwab in San Francisco, Maureen was given the opportunity to become a financial adviser with American Express Financial Advisors. Talk about being a fish in water! It was a start, but Maureen felt limited in what she could do for her clients. She left American Express and became an independent Investment Adviser Representative of Commonwealth Financial Network in 2003.
Maureen is an avid golfer, skier, and accomplished ice skater. Maureen has passed two gold medal tests (for freestyle and ice dancing) through US Figure Skating. This desire for excellence and constant, never-ending improvement influences everything she does, especially the unique process she has developed for her clients. Maureen and her husband Jim enjoy playing golf, skiing and traveling.
Maureen's family also includes 2 rescue terriers and a chocolate labrador. Maureen has been part owner of a few racehorses, and has been instrumental in finding them loving forever homes. This is another testament to Maureen's tenacity in doing the right thing and wanting success for those around her, whether personally or professionally.
Talking is the best way to start, give Maureen a call and get the ball rolling.
Branch Manager and Director of Operations
Loulie is our Client Service Manager. She is a former Branch Manager and Director of Operations. Loulie brings her vast experience and expertise to you--there is not a problem she can't solve. Providing excellent, courteous and timely service is a priority. Prior to Richardson Elite Financial Strategies, Loulie has worked at Protected Investors of America, Loulie worked at ING Barings, ABN Amro, and Thomas Weisel Partners in various roles. Loulie is a board member for a small non-profit organization in San Francisco. As an accomplished ballet professional and avid ballroom dancer, she shares her passion by teaching social dance classes to members of the organization.
We would like to introduce Katy McGill as a strategic partner of ours. Katy has an expert eye for detail and style. A professional chef and owner of Wow Dolce, she has joyfully grown wellness, catering and client service-oriented companies and brands to success over the years. She assists us in marketing in order to continue growing and strengthening the firm’s brand and accomplishments. Katy speaks several languages fluently and resides in Dublin with her family where she enjoys various outdoor activities and spending quality time with loved ones.
*Katy is not affiliated with Commonwealth Financial Network