Karen Richards
Senior Vice President - Investment Officer @Wells Fargo Advisors
Bellingham, WA, US
EMAILS
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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