Gregory Richardson (CFP®, MS)
Gregory Richardson focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Greg Richardson is a Lead Advisor and Principal at Dowling & Yahnke, an independent, fee-only registered investment adviser. Dowling & Yahnke provides comprehensive portfolio management and wealth planning. Located in San Diego, California, the Firm currently manages over $4 billion for more than 1,300 clients, primarily individuals, families, endowments and foundations.
NAPFA Start Date
January 16, 2009