Richard Alston (CFP®, MA)
Richard Alston focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Retirement Plan Investment Advice
- Business Owners
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Retirement Plan Investment Advice
Planning Specialties
We specialize in providing comprehensive financial planning advice to families who are in or near retirement. We emphasize financial planning for every client and work with families that typically do not have multimillion dollar portfolios.
Our investing approach emphasizes low-cost, highly diversified investing models using ETFs, Vanguard and Dimensional Funds.
Additional Information
WEALTHFULNESS, Simple Steps to Financial Health and Happiness, published 2018
D Magazine - Best Financial Planners in Dallas (2004-2018)
Journal of Financial Planning, Advisory Board, 2009-2012
Financial Planning Association, Pro-Bono Committee, 2008-2010 (DFW Chapter)
Financial Planning Association, Board of Directors, 2003-2004 (DFW Chapter)
University of Texas, Austin, International Business
George Mason University, MA, Economics
NAPFA Start Date
November 16, 2010
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