Fred Richardson, AAMS, just left Edward Jones to start his own firm, Zia Financial Group. Zia Financial is backed by LPL Financial, a leading independent financial firm and larger than Edward Jones in products, services, assets and Financial Advisors.
Fred is dedicating his practice to client education and long term financial planning.
Zia Fiancial will focus on small business retirement plans, personal retirement & estate plans and long financial planning. It will have dedicated seminar room and will make it available to non profits for free and for profit at a nominal charge.
Fred has over 32 years of financial experience and currently holds his Series 7 and 66 licenses. He also is an Accredited Asset Management Specialist – AAMS from the College for Financial Planning.
Fred has always wanted to start his own financial firm and his long term plan is to build a talented group of financial professionals that can address all the financial needs of Eldorado and the 285 corridor.
Zia Financial Group is right across from 4 Sisters and Gene’s Sandwich shop and the phone number is 505-819-5914. Offices are still under construction but Fred is more than willing to meet if you don’t mind the mess.
Zia Financial is open Monday through Friday from 8:00am to 6:00pm and will be open every Tuesday during the Tuesday Out and About at La Tienda.