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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

NAPFA Start Date

December 01, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

11720 Amber Park Dr Suite 160 Alpharetta, GA 30009 Phone: +1 (770) 336-6805
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Other Offices

5445 Linger Longer Rd Cumming, GA 30041-9091 Phone: (770) 367-0300
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