Colton Richards, CFP®

Colton Richards, CFP®

Financial Planning and Analysis Intern

Followers of Colton Richards, CFP®1000 followers
location of Colton Richards, CFP®Dallas, Texas, United States

Connect with Colton Richards, CFP® to Send Message

Connect

Connect with Colton Richards, CFP® to Send Message

Connect
  • Timeline

  • About me

    Financial Planner at Apeiron Planning Partners

  • Education

    • Garnet Valley High School

      2010 - 2014
    • Penn State University

      2014 - 2018
      Bachelor of Science - BS Finance, General

      Activities and Societies: Sigma Chi Fraternity Graduated with a Finance degree and a minor in International Business. Studied overseas at Charles University in Prague, Czech Republic for one semester in the Spring of 2017

    • Charles University in Prague

      2017 - 2017
      Internation Business

      Activities and Societies: CIEE Central European Studies Program

  • Experience

    • Qlik

      May 2016 - Aug 2016
      Financial Planning and Analysis Intern
    • The Provident Bank

      Jun 2017 - Aug 2017
      Commercial Lending Intern
    • SEI

      Jun 2018 - Oct 2024
      • Business Development Manager

        Jan 2022 - Oct 2024
      • Business Development Consultant

        Jan 2021 - Apr 2022
      • Internal Account Executive

        Apr 2019 - Dec 2020
      • Associate Internal Account Executive

        Jun 2018 - Mar 2019
    • Apeiron Planning Partners

      Oct 2024 - now
      Associate Financial Planner
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2024
    • Uniform Investment Adviser Law Examination

      NASAA