Cindy Richey, Cfp®, Cdfa

Cindy Richey, Cfp®, Cdfa Email and Phone Number

Founding Partner and Wealth Manager @ Prosperity Planning Inc
Kansas City, MO, US
Cindy Richey, Cfp®, Cdfa's Location
Kansas City, Missouri, United States, United States
Cindy Richey, Cfp®, Cdfa's Contact Details

Cindy Richey, Cfp®, Cdfa work email

Cindy Richey, Cfp®, Cdfa personal email

n/a
About Cindy Richey, Cfp®, Cdfa

I’m a number cruncher at heart and I love helping people. My skills and passion led me to become a CERTIFIED FINANCIAL PLANNER® and launch my own business. With over 20 years of experience and a talented team in place, I enjoy coming to work every day and delivering value for clients who have placed their trust in us. I work with a broad range of clients including: ► Executives and professionals ► Business owners ► Couples approaching retirement ► Financially independent women, who may be single, divorced, widowed or the primary earner in the household.I bring clarity to complex issues, such as: ► creating sustainable income streams in retirement ► planning for business growth and succession ► working through transitions such as divorce and career changes ► navigating financial issues with aging parents ► guiding children toward financial independenceWe provide a complimentary one-hour consultation to prospective clients who are referred to our firm. For more information, contact me at (816) 587-7526 or cindy@prosperityplanninginc.com.Prosperity Planning, Inc. is a Registered Investment Adviser.

Cindy Richey, Cfp®, Cdfa's Current Company Details
Prosperity Planning Inc

Prosperity Planning Inc

View
Founding Partner and Wealth Manager
Kansas City, MO, US
Employees:
12
Cindy Richey, Cfp®, Cdfa Work Experience Details
  • Prosperity Planning Inc
    Founding Partner And Wealth Manager
    Prosperity Planning Inc
    Kansas City, Mo, Us
  • Prosperity Planning Inc
    Wealth Manager, President And Founding Partner
    Prosperity Planning Inc 2004 - Present
    Kansas City, Missouri Area
    Prosperity Planning, Inc. is a registered investment advisor. 1805 NW Platte Rd, Suite 100 Kansas City, MO 64150.

Cindy Richey, Cfp®, Cdfa Skills

Financial Analysis Investment Management Retirement Planning Estate Planning Tax Planning College Funding Strategies Divorce Planning Wealth Management Portfolio Management Business Planning Small Business Financial Management

Cindy Richey, Cfp®, Cdfa Education Details

Frequently Asked Questions about Cindy Richey, Cfp®, Cdfa

What company does Cindy Richey, Cfp®, Cdfa work for?

Cindy Richey, Cfp®, Cdfa works for Prosperity Planning Inc

What is Cindy Richey, Cfp®, Cdfa's role at the current company?

Cindy Richey, Cfp®, Cdfa's current role is Founding Partner and Wealth Manager.

What is Cindy Richey, Cfp®, Cdfa's email address?

Cindy Richey, Cfp®, Cdfa's email address is ci****@****inc.com

What schools did Cindy Richey, Cfp®, Cdfa attend?

Cindy Richey, Cfp®, Cdfa attended University Of Missouri-Kansas City, University Of Missouri-Kansas City, Kauffman Fasttrac Growth Venture.

What are some of Cindy Richey, Cfp®, Cdfa's interests?

Cindy Richey, Cfp®, Cdfa has interest in Education.

What skills is Cindy Richey, Cfp®, Cdfa known for?

Cindy Richey, Cfp®, Cdfa has skills like Financial Analysis, Investment Management, Retirement Planning, Estate Planning, Tax Planning, College Funding Strategies, Divorce Planning, Wealth Management, Portfolio Management, Business Planning, Small Business Financial Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.