Gene Richardson Email & Phone Number

A Founding Member and Managing Partner of Cornerstone Wealth Management, I have amassed over 30 years of financial services expertise, commencing my career with Smith Barney in 1993. Throughout this journey, I have been steadfast in providing personalized wealth management guidance, assisting clients with asset accumulation, wealth building, retirement planning, and the strategic transition of wealth to future generations.The holistic approach I take to navigating the complexities of investment and planning strategies reflects a wealth of experience, particularly in handling challenging market phases. Resilience during crises such as the dot-com bubble, 9/11, the 2008-2009 financial crisis, and the COVID-19 pandemic, has enabled me to act as a stabilizing force and voice of reason for clients facing market uncertainties.My educational background includes a bachelor’s degree in economics from Hobart College and an MBA from Rutgers University. Holding Series 3, 7, 24, 63, and 66 securities registrations, along with relevant insurance licenses, I actively engage with families across multiple states in the U.S. Please visit my website at www.thecornerstonewealthmanagement.com for information about my practice and the services I provide my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AK, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only.Please contact me at gene.richardson@wfadvisors.com or 877-454-8225. I am unable to respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Retirement Planning, Investment Strategies, Strategic Planning, Asset Allocation, and 12 others.

• Managing Partner

  Cornerstone Wealth Management

  May 2019 - Present - Rochester, Ny

  With more than 25 years of personal experience, and over 100 years of combined experience guiding our practice we believe that truly supportive planning is based on forging long term relationships with our clients...relationships that span generations and are built on honesty, integrity and trust. We believe successful wealth management is defined by more than the investments in your portfolio. Strategic planning involves in-depth knowledge of the various components of your life and the ability… Show more With more than 25 years of personal experience, and over 100 years of combined experience guiding our practice we believe that truly supportive planning is based on forging long term relationships with our clients...relationships that span generations and are built on honesty, integrity and trust. We believe successful wealth management is defined by more than the investments in your portfolio. Strategic planning involves in-depth knowledge of the various components of your life and the ability to balance market dynamics against the objectives that you and your family aspire to achieve. With these principles forming our foundation, we will work together toward realizing your goals utilizing sound advice and exceptional service.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Show less