Bill Richardson has spent the last 14 years dedicated to educating and empowering clients and financial professionals countrywide to make better decisions with their wealth and in their businesses.
He is passionate about getting to know his clients to understand their unique goals and concerns, so they feel confident in having a worry-free retirement.
Guiding his clients, they find ways to help maximize income, minimize taxes, plan for health care, optimize Social Security, and effectively manage investments.
Bill graduated from Luther College with a B.S. in Psychology and Religion. He holds his MN insurance license for life, health, and disability, and his Series 65 securities license. His dedication to education also led him to acquiring the Retirement Income Certified Professional (RICP®) and Chartered Retirement Planning Counselor (CRPC®) designations.
Bill has also been recognized as a National Trainer for Thrivent’s “Kids, Parents, and Money” program and “Teach Your Kids to Share Day.”
Residing with him in Corcoran, Minnesota are his wife Jamie and their three children Jackson, Jane, and Avery. Bill is an avid tennis player and has played and coached at the collegiate level. He also serves as the president of the Wayzata Chapter of the non-profit organization American Financial Education Alliance (AFEA).