David Richardson

CFP®

Registered Client Associate

David is a recent graduate of Bryant University, having achieved his BS in Business Administration with a concentration in Financial Services. He spent time while at Bryant working at Barnum Financial Group with a team of financial advisors. He also took on the security analyst role for Bryant’s Archway Fund, analyzing individual stocks in the industrials sector and making recommendations to the Portfolio Managers. David lives in Meriden, CT and enjoys spending time outdoors and playing soccer & golf.

 
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.