Karen Richards

Senior Vice President - Investment Officer @Wells Fargo Advisors

Bellingham, WA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Senior Vice President - Investment Officer @Wells Fargo Advisors

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EDUCATION

1978 — 1982

Western Washington University

BA

1985 — 1989

Western Washington University

MBA

SKILLS

Business-Succession PlanningWealth ManagementFinancial AdvisoryInvestmentsFinancial ServicesInsuranceFixed AnnuitiesAsset AllocationMutual FundsStrategic PlanningRisk ManagementRetirement Plan ConsultingNon-ProfitsSmall BusinessRetirement PlanningBusiness Owner PlanningManagementRetirementSecuritiesPublic SpeakingFinancial AnalysisEstate Investment ManagementInvestment StrategiesTax-Efficient StrategiesWealth-Preservation PlanningInvestment Planning

ABOUT KAREN RICHARDS

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Karen Richards — Senior Vice President - Investment Officer at Wells Fargo Advisors in Bellingham, WA, US | Unifers