Tag: San Jose State University
From Football to Finance, Kevin Richardson’s Story (Ep. 1)

From Football to Finance, Kevin Richardson’s Story (Ep. 1)

By |

Have you ever wondered how former college athletes transition their passion for sports into everyday careers?

Introducing The View From The Inside Podcast! This inaugural episode is all about your host, Kevin Richardson from Tactical Wealth Management (Tac Wealth).

This week, Kevin shares the story of his growth from a sports-loving kid to a successful financial advisor. He recounts personal anecdotes, from his first stock purchase in seventh grade to lessons he learned on the sports field, and how these experiences shaped his approach to finance and client relationships. 

Follow along as Kevin navigates the value of understanding the intricacies of financial planning beyond mere investments, underscoring his commitment to a comprehensive approach that includes estate planning, tax strategy, insurance planning, and actionable financial planning. 

Kevin discusses: 

  • His upbringing and early interest in the stock market
  • His background in sports and how his Stanford football experience shaped his ideas off the field and into the world of finance
  • How volunteering in the community and broadcasting for San Jose State University made him a better advisor
  • The building of Tactical Wealth Management and his mission to offer more creative and proactive service to clients
  • And more!

Connect with Kevin Richardson: 

About Your Host:

Kevin Richardson is a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future.

As a registered representative of LPL Financial, Kevin provides independent personalized advice with a wide range of investment products and relationships with many different financial entities. He works strictly on your behalf. Trusted financial advice, investment education, and market insight are valuable components of the client relationship. Kevin takes a disciplined approach to help preserve your assets despite volatility in the market while striving for growth and working towards long-term financial health. Kevin’s commitment allows him to stay focused on the task at hand: your financial well-being.

—

Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More