John Richards, CFA
Managing Director
John has almost 20 years of experience working in the retirement plan industry. He specializes in developing and servicing retirement plans for clients. He works directly with committees to enhance plan success by providing optimal design consulting, and implementing and managing proactive fiduciary strategies. John is a former Board of Directors member for the Sun Prairie Library Foundation. John graduated from St. Norbert College with a Bachelor of Business Administration in accounting. He holds a Chartered Financial Analyst (CFA®) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
