W.P. Richardson is a Chartered Life Underwriter (CLU) 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 life insurance, long term disability, long term care, estate planning and wealth transfer strategies is a valuable asset to the firm.
He graduated from Texas Christian University where he earned a degree in Business Management. He began his life insurance career in 1987 with Mass Mutual Life Insurance Company.
W.P. resides in Fort Worth with his wife, Alicia, and enjoys spending time with his family and playing golf.
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.