Project Description

Bart Richardson
Bart RichardsonFinancial Advisor

21 Fairwood Court, San Rafael, CA 94901
(415) 454-2055

Bart is an independent financial advisor who has extensive experience in the financial services industry. His interest in a career in finance began when he served as the Vice President of Marketing for California Financial Corporation, a holding company that included major savings and loan association. He later opened his own consulting company which led him to working with financial planning firms in the area. Bart decided to further pursue his interest in financial planning when he obtained his Series 7 license, and then built his own practice as an independent financial advisor and subsequently joined Royal Alliance and NWF Advisory.

Bart has grown his business to more than 250 clients serving the San Francisco Bay Area including families, individuals, and business owners and also providing 401k and 403b plans.

Bart believes in providing sound and reliable financial advice to his clients to best serve their goals and objectives. Bart’s goal is to help his clients reach their goals while maintaining strong meaningful relationships based on honesty, integrity, and trust.

Bart’s credentials include:

• BA, University of Missouri
• Series 7 and 63 Licenses

On a personal note, Bart came to California in 1961 from his home state of Missouri. He currently resides in San Rafael, California with his wife. In his leisure time he enjoys tennis and golf.