- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
San Diego, CA 92130
Gregory Richardson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Greg Richardson is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser.
Greg prudently advises his clients in the areas of investment management and financial planning, guiding them through the stages of wealth accumulation, distribution and preservation. He is also a member of the Firm’s Client Service team. Greg began his career in the investment advisory field in 2002. Prior to joining Dowling & Yahnke, he was a partner and advisor with fee-only firms in San Diego and the Washington D.C. metropolitan area.
Greg holds the designations Master Planner Advanced Studies (MPAS®) and CERTIFIED FINANCIAL PLANNER™ (CFP®), and has a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He completed his undergraduate work at the University of California, San Diego with a degree in Economics and earned a certificate in Spanish Language and Culture from the Universidad Complutense de Madrid.
Greg is a native of Southern California. Prior to returning to San Diego, he lived in Washington, DC. Greg lives in Scripps Ranch with his wife and two sons.