Nate Richardson, CFP®
Assistant Vice PresidentNate joined the firm in 2021 and works as an advisor in our New York office. He partners with clients to develop, implement, and oversee strategies that integrate investment, insurance, retirement, tax, and estate planning into a comprehensive plan aligned with their long-term goals and objectives. Nate prioritizes a holistic, highly personalized wealth management experience that blends both long-term strategy and near-term execution.
Originally from Pittsford, NY, Nate now resides in the City and enjoys reading and spending time outside.
Previous Experience
- Senior Advisor Associate at Wealthspire
- Advisor Associate at Wealthspire
- Wealth Management Intern at Wealthspire
Education & Credentials
- BA, State University of New York at Geneseo, Economics, minor in Finance
- Certified Financial Planner®
- Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
