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Our financial advice team


Bryan Richardson

Bryan Richardson

CRPC®

Financial Advisor

Six5 Financial Planning Group
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Investment Management
  • Tax Planning Strategies

Interests

Outside of the office, my favorite time is spent my wife Carrie and our 9 year old daughter Reagan. Being from New England I am a huge Boston sports fan. I run the largest Boston Red Sox fan club outside of New England right here in Raleigh. Our group has over 1,200 members and we have received numerous recognition within Red Sox Nation. I also run a men's 30 and over baseball league in Wake Forest, NC. Our league has 8 teams and we play full baseball rules including wooden bats, metal cleats and includes 3 former Major League Players in the league! It helps me to try to stay young.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Life and Health Insurance

Education

  • Coastal Carolina University, Conway SC 1998-2002
  • Boston University CFP pre-requisite Courses 2008
Newsletter

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Community participation

I run an annual Charity Golf tournament to benefit the Jimmy Fund, which is part of the Dana Farber Cancer institute.

Chairman of the Board for the SeanStrong Foundation a 501(k) non profit which works making dreams come true for folks with Brain Cancer