Cindy Richey
Wealth Manager, President and Founding Partner at Prosperity Planning Inc | Kansas City, Missouri, United States
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Cindy Richey is a seasoned Wealth Manager, President, and Founding Partner at Prosperity Planning Inc., where her passion for numbers and helping clients achieve their financial goals converge. With over 20 years of experience in the financial services industry, Cindy has honed her expertise in financial analysis, investment management, and comprehensive wealth management strategies. Under her leadership, Prosperity Planning has established itself as a trusted registered investment advisor in Kansas City, providing tailored solutions that encompass retirement planning, estate planning, tax planning, and divorce planning.
Cindy’s commitment to delivering value is evident in her hands-on approach to client relationships. She believes that every financial decision should align with her clients' unique life goals, whether they are navigating the complexities of business planning or seeking effective small business financial management strategies. Her team, composed of talented professionals, shares her vision of fostering long-term financial prosperity for clients, ensuring they feel supported and informed throughout their financial journey.
Key projects Cindy has spearheaded include the development of personalized investment portfolios that reflect clients' risk tolerance and financial aspirations, as well as educational workshops aimed at empowering individuals with the knowledge to make informed financial decisions. As a CERTIFIED FINANCIAL PLANNER®, Cindy stays abreast of industry trends and regulatory changes, allowing her to provide clients with cutting-edge advice and innovative strategies. Her unwavering dedication to her clients and her expertise in wealth management make her a standout leader in the financial planning community.
Wealth Manager, President and Founding Partner at Prosperity Planning Inc in January 2004 to Present
Independent Financial Advisor at Prosperity Advisory Group in January 2002 to January 2004
President, Financial Advisor at KCL Financial Group in January 1996 to January 2002
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Financial Analysis
Investment Management
Retirement Planning
Estate Planning
Tax Planning
College Funding Strategies
Divorce Planning
Wealth Management
Portfolio Management
Business Planning
Small Business Financial Management
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Discover more about Prosperity Planning IncWhat is Cindy Richey email address?
Email Cindy Richey at [email protected]. This email is the most updated Cindy Richey email found in 2026.
What is Cindy Richey phone number?
Cindy Richey phone number is +18165849631 and +18166587752.
How to contact Cindy Richey?
To contact Cindy Richey send an email to [email protected]. If you want to call Cindy Richey try calling on +18165849631 and +18166587752. (updated on October 31, 2024)
What company does Cindy Richey work for?
Cindy Richey works for Prosperity Planning Inc
What is Cindy Richey's role at Prosperity Planning Inc?
Cindy Richey is Wealth Manager, President and Founding Partner
What industry does Cindy Richey work in?
Cindy Richey works in the Financial Services industry.
Cindy Richey Email Addresses
Cindy Richey Phone Numbers
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