Amy Richardson, CFP®
Amy Richardson is a CERTIFIED FINANCIAL PLANNER™ professional and Schwab Intelligent Portfolios Specialist. Amy focuses on providing internal teams, clients and prospects with ongoing education, updates and information about Schwab’s investment offerings and philosophy, including Schwab Intelligent Portfolios (Schwab’s automated investing service) and Schwab Intelligent Portfolios Premium (which combines automated investing with a comprehensive financial plan and unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional).
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.
Richardson earned a B.S. and B.A. 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®).
Latest articles by Amy Richardson, CFP®
3 Simple 2023 Financial Actions to Think About as 2022 Ends
Focusing on your budget, debt and investments can help you navigate inflation, rising interest rates and market volatility next year.
What’s All the Fuss About Direct Indexing?
investing Investors who want control over which stocks they own are looking at direct investing. It comes with some distinct advantages, but it’s not for everyone. Here’s what to consider if you’re curious.
By Amy Richardson, CFP® Publishedinvesting
Millennials Want a Different Kind of Retirement
personal finance Here’s what Millennials’ retirement dreams look like … and how they can get there.
By Amy Richardson, CFP® Publishedpersonal finance
Solving the Income Challenge
retirement planning Generating a regular income stream out of your savings and investments can be anxiety-inducing, but digital solutions, such as Schwab Intelligent Income, can help you get it right.
By Amy Richardson, CFP® Publishedretirement planning