About Megan
Megan Richardson is a Wealth Consultant and CERTIFIED FINANCIAL PLANNER® in Evergreen Gavekal’s Portland office. Stewardship and compassion drive her approach to client relationships, and with a decade of experience in financial planning, she’s skilled at translating complex planning and investment concepts into terms that are accessible to clients without a financial background.
A Portland native, Megan earned her bachelor’s degree in Economics from the University of Portland.
Outside the office, Megan enjoys cooking new recipes, exploring the waterfalls and caves of Oregon and southwest Washington, and planning future trips down to the last detail. During tax season, she volunteers as a tax preparer for low-income households.
PROFESSIONAL BACKGROUND
Megan Richardson is a Wealth Consultant and CERTIFIED FINANCIAL PLANNER® in Evergreen Gavekal’s Portland office.
Education & Qualifications
University of Portland
Bachelor Degree, Economics
Professional Affiliations
Professional Designation, Certified Financial Planner (CFP®)
Recent Articles & Insights from Megan
Your Social Security Benefits after Repeal of the WEP/GPO
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits…