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Steven Richardson

Steven Richardson

CFP® ,CPA, Partner
Retirement Planning Specialist

Phone: 703.205.0310
Fax: 703.207.0942
Mobile Phone: 703.855.3984
E-mail: Steven.Richardson@PotomacFinancialPCG.com

At Retirement Group

Steven Richardson, CPA, is a Partner with Potomac Financial Private Client Group, LLC, a financial services company. Through AXA Advisors, LLC, Steve provides comprehensive planning for individuals in the areas of retirement planning, asset allocation strategies, risk management, and estate planning strategies. He provides corporate benefit planning for institutional, public, and privately held companies.
 
Steve works with successful, motivated business owners, executives and professionals to develop and implement comprehensive personal financial and estate* plans. The plans, developed after a thorough and comprehensive analysis with his planning team, investment advisors and risk management experts, are implemented using time-tested, and effective strategies for accumulating wealth, protecting families and businesses, transferring wealth to heirs efficiently and providing solid and long lasting income in retirement. Additionally, Steve is serving clients with a growing interest in socially responsible investments.
 
As a seasoned professional, Steve spent nearly 20 years in corporate finance, controllership and public accounting. He has served as senior management or executive-level management in several industries including hotel and resort management for properties in Colorado, California and Maryland, higher education student loans and bond financing and conventions and international trade show development, marketing and management. Steve has also been a principal in a closely-held business delivering marketing and sales services exclusively to IBM’s global network of Business Partners. He has lived and worked in Northern Virginia since 1990.
 
* Estate Planning may involve the use of life insurance products
 
Education
B.S., Towson University
Business Administration & Accounting
Baltimore, MD
 
Certified Public Accountant
Denver, Colorado
 
MBA, Robert H. Smith School of Business
University of Maryland
College Park, MD
 
Awards
- Nationals Leader Corp
- Centurion
 
Professional Designations
- FINRA Series 7 and 66 Registrations
- Life and Health Insurance Licenses
 
Present Memberships & Affiliations
- Financial Planning Association
- Northern Virginia Estate Planning Council
- Northern Virginia Society of CPAs
- Virginia Society of CPAs
- National Association of Insurance & Financial Advisors
 
Personal Data
Married,
Resides in Fairfax, Virginia and Kilmarnock, Virginia