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
- 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