Rebecca Richardson (CFP®, CPA)

Rebecca Richardson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

December 01, 2021

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This Office

2238 Goodwood Blvd SE Smyrna, GA 30080-8205 Phone: (770) 367-0300

Other Offices

5445 Linger Longer Rd Cumming, GA 30041-9091 Phone: (770) 367-0300
301 Sea Island Road, Suite 6 St. Simons Island, GA 31522 Phone: (770) 367-0300