Maureen Richardson, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ practitioner that has guided clients through 3 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's grandfather encouraged her to read the Wall Street Journal. 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 at the same time 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. Talking about being a fish in water! It was a start, but Maureen felt limited for 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's family also includes 2 rescue terriers, and another member of the family, a retired racehorse. This beautiful filly, Kylie Informed, had lost interest in racing. Unfortunately, race horses that don't want to race, or can no longer race, face an uncertain future. Maureen stepped in to make sure that this beautiful racehorse ended up in a good place. Kylie happily lives with her forever family in Norco, CA. She became a mommy this summer to a beautiful filly, Aurora, who will grow up to be a show horse. Maureen is seen visiting the horses in 2018. This is another testament to Maureen's tenacity of doing the right thing and wanting success for those around her, whether personally or professionally.
Get in touch and let Maureen go to work for you!
Branch Manager and Director of Operations
Loulie joins Richardson Elite Financial Strategies after eight years with Protected Investors of America, a broker-dealer and a registered investment advisory firm in San Francisco.
As Branch Manager and Director of Operations, she supervised over thirty independent advisors and a small operations staff. She was actively involved in all facets of client servicing including new accounts and maintenance, asset transfers, retirement distributions, check deposits, journals, wire disbursements and trading. As firm liaison, she developed excellent working relationships with various custodians, clearing firms, mutual fund and insurance companies. Providing excellent, courteous and timely service continues to be a priority.
Prior to Protected Investors of America, Loulie worked at ING Barings, ABN Amro, Global Crown Capital 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.
Your money is important and we don’t miss a beat here at Richardson Elite Financial Strategies. Maureen has partnered with another Commonwealth advisor, Shelley Lee Boyce, to be at the ready to take over the reins in the event of death or incapacitation.