Pacific Prosperity Partners - Wealth Management and Insurance Services
William Richardson III
Wealth Management Advisor|CFP®
About William
Will Richardson graduated Magna Cum Laude from the University of Mississippi in 2000 with a B.B.A. in Marketing and immediately embarked on a career in financial services.
After working as a stock broker for Morgan Stanley Dean Witter, Will joined Northwestern Mutual in 2002, servicing investment operations for the Tallahassee, Florida office. In 2005, Will moved to the Bay Area and held the role of Director of Network Office Supervision for the San Francisco office until 2008, when he decided to leverage his education and experience to establish a practice as a Wealth Management Advisor.
As a Wealth Management Advisor and the CEO of Richardson Financial, Wealth Management and Insurance Services, Will focuses on helping sophisticated, busy, successful people save money efficiently, protect the things and people they care about most, and minimize the impact of taxes over time. Will and his team specialize in working with investment professionals, law partners, CPAs at Big 4 firms and entrepreneurs in the areas of estate, business, retirement and family insurance planning.
In 2010, Will completed his Chartered Life Underwriter (CLU®) designation and, in 2012, Will satisfied the requirements to receive his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification.
Some of Will’s other accomplishments include speaking at various Northwestern Mutual offices around the country as well as presenting at company conferences. Will also recently launched a podcast interviewing veteran financial representatives to provide as a resource for others in the company to grow.
Awards and Recognition
In 2016, Will qualified for Million Dollar Round Table (MDRT) Top of the Table, which is the top 1% of all financial professionals. He also qualified for Northwestern Mutual's Forum in 2015, 2016, 2017 and 2018, which recognizes the top 3% of financial advisors in the company for their superb work.
- Million Dollar Round Table Qualifying Top of the Table Member (2011-2019)
- MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Personal
Will has two sons and lives in San Francisco, CA. Will is an outdoor enthusiast who loves long distance running and hiking as well as spending time with family and reading nonfiction history and finance books.
Here are our areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
