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Shelley Richardson, CFP®

UBS Financial Services

750 University Avenue
Suite 250
Los Gatos, CA 95032
Phone: (408) 827-3266
Fax: (855) 289-0041

Toll-free: (866) 341-7661

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Startup
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.