David B Richardson, MBA, CFP

David B Richardson, MBA, CFP Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional, Ameriprise Financial Services, LLC Ready to learn more?

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive:

- 1:1 financial advice based on your goals and needs.

- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

- Regular meetings to review your go

als, progress and investments.

- Anytime access to your investments and digital tools to help you stay on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can
interact on social media.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

By 2030, data centers could consume nearly 10% of electricity in major economies, driven by AI and cloud growth. Let’s t...
08/27/2026

By 2030, data centers could consume nearly 10% of electricity in major economies, driven by AI and cloud growth. Let’s talk about how these trends may impact your portfolio—and where we see long-term investment potential.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/20/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

Are you aware of how negative returns can impact your long-term wealth building? Let’s connect to discuss your options.
08/13/2026

Are you aware of how negative returns can impact your long-term wealth building? Let’s connect to discuss your options.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know...
08/06/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

08/05/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/04/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

9725 SE 36th Street Ste 210
Mercer Island, WA
98040

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when David B Richardson, MBA, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category