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®).

Phone: 415.667.9500 | Email: amy.richardson@schwab.com | Website: Schwab.com