Richardson Rodriguez Financial Group
Serving clients since 1976.
Robert F. Richardson CLU, ChFC, (Bob) has worked in the financial services industry for 45 years and was the founder of Bob Richardson & Associates, Inc., predecessor to Richardson Rodriguez Financial Group. He is registered as an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., and a Registered Representative of Cambridge Investment Research, Inc., and is a life insurance and annuity agent.
During his career he has received numerous industry awards and honors, achieved numerous professional designations, continues to pursue advanced education in the financial services area and has been active in leadership positions on both the industry and local community level.
Bob received his BBA in General Business from The University of Texas at Austin. He also studied advanced life insurance planning and received his Chartered Life Underwriter (CLU) designation and also studied financial planning and received his Chartered Financial Consultant (ChFC) designation, both from the American College in Bryn Mawr, PA.
Bob has extensive experience in portfolio management and in planning for wealth accumulation, asset preservation, retirement income and estate planning. He regularly attends numerous workshops, seminars and conventions throughout the year to improve these skills.
To keep current with the latest planning techniques in the areas of money management, investment, and asset protection strategies, requires more than the mandatory continuing education courses to maintain his investment licenses. He also attends many different workshops, conferences, and conventions throughout the year around the world to share ideas, trends, and techniques. He feels that all of this is required to add value for his clients.