About Megan
Stewardship and compassion are the driving values of Megan Richardson, Wealth Consultant and CERTIFIED FINANCIAL PLANNER® in Evergreen’s Portland office. With nearly a decade of experience in the financial planning industry, Megan values being able to communicate complex planning and investment concepts in a way that’s accessible to clients who don’t possess a financial background themselves.
A Portland native, Megan received a bachelor’s degree in Economics from the University of Portland. Outside of the office, Megan can be found cooking new recipes, exploring the waterfalls and caves of Oregon and southwest Washington, and meticulously planning future trips. During tax season, she serves as a volunteer tax preparer for low-income households.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Megan
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.