Ross Richardson, CFP®

Title(s):
Adjunct Professor
School(s):
Business
Campus(es):
San Francisco, Online



Ross Richardson is the founder and President of Pembroke Advisors, Inc., a Registered Investment Advisor, and oversees the firm's financial advisory and investment management areas. He works with a diverse clientele including corporate executives, business owners, professional athletes, widows and retirees. Ross became a Certified Financial Planner™ professional in 1987. His professional experience includes six years as an officer in commercial banking and seven years with the Houston-based financial and investment advisory firm, Linscomb & Williams. Ross has been a fund-raiser and committee volunteer for the Alzheimer's Association Greater Houston Chapter, and has served as Treasurer for his local homeowner's association.

Ross has been interviewed and quoted in such publications as The Wall Street Journal Online, Money magazine, the Houston Chronicle, the Houston Post, Texas Lawyer, the Journal of Financial Planning, CFP Today, Research Magazine and Investment Advisor.


COURSES TAUGHT

FI 426
Estate Planning
FI 483
Insurance Planning

EDUCATION

  • MS (Finance), Louisiana State University
  • BS (Business Administration), Louisiana State University

PROFESSIONAL TEACHING EXPERIENCE

  • 2015 - Present: Adjunct Professor, Golden Gate University

PROFESSIONAL ASSOCIATIONS

  • Member, Financial Planning Association
  • Former board member, National Board of Directors of The Institute of Certified Financial Planners
  • Former board member, Houston Society of the ICFP

HONORS & AWARDS

  • CFP® Practitioner of the Year, Houston Society, 1995