Howard C. Richardson, CFP® ,CMFC, CEF, is a founding partner and President of Investment Management & Planning, LLC. Howard is a member of the firm’s Board of Directors and heads its investment committee. He has over 21 years of experience in the financial advisory profession.
Howard received his Certified Financial Planner ™ designation from the College of Financial Planning in 1997. He also is a Chartered Mutual Fund Counselor (CMFC).
In addition, Howard has also completed the FINRA series 7 and 63 Securities examinations, the FINRA Series 24 General Securities Principal Examination, and the FINRA Series 65 Investment Advisory Examination and holds those through LPL Financial.
Howard practices comprehensive financial planning with an emphasis on retirement and estate planning. From 2010 thru 2017 he was recognized in Delaware Today as a “Top Scoring Wealth Manager” in the Delaware area based upon client satisfaction.
Howard lives with his wife Stephani, his son Will who attends The Citadel University and with their Dogo Argentino named Fintan and German Shepard named Dak. In his personal time, Howard enjoys playing golf, traveling to warm places and going to the beach.