David B Richardson, MBA, CFP

David B Richardson, MBA, CFP Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional, Ameriprise Financial Services, LLC Ready to learn more?

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive:

- 1:1 financial advice based on your goals and needs.

- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

- Regular meetings to review your go

als, progress and investments.

- Anytime access to your investments and digital tools to help you stay on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can
interact on social media.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
06/24/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
06/18/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
06/17/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
06/16/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
06/11/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

06/10/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
06/04/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Address

9725 SE 36th Street Ste 210
Mercer Island, WA
98040

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when David B Richardson, MBA, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category