Your Financial Planner
Brad Richardson, CFP
Brad Richardson at WyHy Federal Credit Union offers a complete package of financial services through CUSO Financial Services, LP, customized to meet the specific goals and needs of WyHy members. With a firm belief in customer service and unbiased quality investment advice, Brad focuses on the members' specific financial situation, so that members can focus on the enjoyments of life. As a team, WyHy and Brad work closely together to ensure that members have confidence that all their financial affairs are being handled with great competency, whether it's banking, saving towards retirement, generating more income or estate planning.
In providing this full service spectrum, we fulfill our mission of helping members achieve a secure financial future.
Brad works with members to fully understand the unique financial circumstances of each of his members. He will discuss investment opportunities, introduce new strategies, provide investment recommendations, review tax implications of certain investments*, and periodically assess the progress of your portfolio. He will also develop a strategy and customized plan to help meet your needs from college savings to an over-all review. He has more than 17 years of Wealth Management and Financial Planning experience. A graduate of the University of Pennsylvania, he holds a Certified Financial Planner(tm) certification from the Certified Financial Planner Board of Standards, Inc. He is fully licensed with FINRA Series 7, 9/10 and 63.
Brad hails from Pennsylvania. He and his wife Dee have 2 daughters, Stephanie and Jordan, and a son, Alex. Brad enjoys spending time with his family, especially the new grandbaby, and his favorite hobbies include running, hiking and kayaking.
* Investment products and services are provided through CUSO Financial Services, L.P. (CFS). Investments are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of WyHy Federal Credit Union and are registered through CFS. WyHy Federal Credit Union is affiliated with CFS (Member FINRA/ SIPC).
* Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
* Please consult a tax professional for specific tax advice.
President's Letter to Members