Greg Richardson

Greg Richardson, MS, MPAS, CFP®, currently serves as a Partner and Wealth Advisor at Corient, one of the largest integrated Registered Investment Advisors in the United States, since July 2019. With extensive experience in wealth management, Richardson began his career at Lindsay & Brownell, LLP as an intern in 2002, advancing through various roles including Financial Planner/Partner at Cullington Hill Advisors and Wealth Advisor at Halpern Financial, Inc., prior to joining Corient in July 2014. Additionally, Richardson contributed to the San Diego Regional Economic Development Corporation as a member of the Board of Directors from April 2019 to June 2021. Academically, Richardson holds a Master’s degree in Financial Planning from the College for Financial Planning and a Bachelor’s degree in Economics from UC San Diego, complemented by a study experience at Universidad Complutense de Madrid.