Richard Lunsford Cfp®

Richard Lunsford has worked in various roles in the financial industry. Richard started their career as a Financial Advisor at Morgan Stanley Wealth Management in 2002. Richard then worked at USAA in different positions, including Financial Planner, Regional Consultant, and Director of Financial Planning & Wealth Management. After leaving USAA, Richard joined Creative Planning Inc. as a Wealth Manager. Richard then worked at the Texas Department of Insurance as a Deputy Insurance Commissioner before joining Charles Schwab as a Private Client Advisor. Most recently, they worked as a Wealth Management Professional at an unknown company before becoming a Director of Financial Planning at Edelman Financial Engines in 2022.

Richard Lunsford CFP®, ChFC, CLU holds a Bachelor of Arts (B.A.) degree in Business Administration and Management, General from Furman University.