Lynn Richards, CLU®, ChFC® , MSFS, AEP®
Financial Advisor, President
Lynn has a BA degree from Texas Tech University and a MSFS in Financial Planning with The American College, in Bryn Mawr, Pennsylvania. He is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and an Accredited Estate Planner (AEP®).
He began his financial services career with Transamerica Life Insurance Company in 1973. He credits this experience with his learning the need for individuals and families to save for education, retirement and unforeseen emergencies as well as to insure themselves against the unthinkable.
Lynn’s clients are primarily professionals and business owners and he helps them become secure in retirement and protect their hard-earned assets against loss from the financial markets, taxes and inflation.
He is currently a member and on the Board of Governors of the San Antonio Estate Planners Council.
Lynn has been married to his wife, Socorro, for 45 years, and they have three children and five grandchildren. They enjoy spending time with their family, both in San Antonio and Seattle.
He is a Texas Master Naturalist and enjoys volunteering at Mitchell Lake Audubon Center as a Visitor Center Naturalist. Lynn also volunteers regularly in the Bahá'í community, both as Bookstore Manager and in adult and youth education.
Lynn is an amateur photographer, loves watching baseball, and is an avid reader.