Director | Insurance Services
W.P. Richardson is a Chartered Life Underwriter and a Certified Family Business Planning Specialist professional and joined WPWealth in 2002. He holds his Series 6 and 63 Securities License through Kestra Investment Services, LLC. His knowledge in comprehensive planning with an emphasis on estate planning, life insurance portfolio management, and wealth transfer strategies is a valuable asset.
He graduated from Texas Christian University where he earned a degree in Business Management. He began consulting in advance transfer strategies in 1987.
W.P. resides in Fort Worth with his wife and enjoys spending time with his family and golfing.
Series 6 and 63 Securities offered through Kestra investment Services, LLC (Kestra IS), member FNRA/SIPC. WPWealth LLP is not affiliated with Kestra IS and NFPISI.