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MassMutual financial professional.

Chad A. Richardsonemail

  • Professional Story

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals.  I work closely with my clients and can also work with you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs

    Education

    Texas A&M University (1996-2001)

    Hobbies

    Tennis
    Swimming
    Biking
    Golfing
    Reading

    Affiliations & Memberships

    Financial Industry Regulatory Authority, Inc. (FINRA)
    Project Management Institute (PMI)
    Society of Petroleum Engineers (SPE)

    Community Involvement

    Five Acres - Finance Committee

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Student Loan Refinancing
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Estate Planning
    • Risk Management Strategies
    • Financial Education
    • LGBTQ

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Chad’s Licenses and Disclosures

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