Personalized financial advice
Amy Richardson is a CERTIFIED FINANCIAL PLANNER™ professional with Schwab Intelligent Portfolios Premium®, Schwab’s hybrid digital advisory service which combines a fully automated investment portfolio with a comprehensive financial plan and unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Richardson oversees a team of financial professionals who can provide personalized financial advice based on a client’s current goals and ongoing advice as goals and circumstances change.
Prior to joining Schwab, Richardson was a Client Relationship Manager at Brown & Tedstrom, Inc. She has additional financial services experience from previous roles at Harris Associates, UBS, and Lehman Brothers Holdings Inc.
Richardson earned a Bachelor of Science and Bachelor of Arts in Real Estate and Finance from the University of Denver. She holds FINRA Series 7, 9 and 10 registrations in addition to being a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).