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Margo Richardson

Client Service Associate

Personal financial planning includes many different projects, so my organizational skills as a process manager are proving to be valuable and appreciated.

Career Highlights

After graduating with my bachelor's degree in Fine Arts, I worked a variety of compliance and administrative positions, searching for the best job that would let me combine my creative and organizational sides.

Community Involvement

I recently relocated from Los Angeles to the suburbs of Philadelphia where I am passionate about helping entrepreneur's gain traction, grow and scale their businesses.

Personal Pursuits

I love creating art and storytelling, especially thought writing. I also enjoy spending my free time reading a good book with my cat nearby.

Fun Fact

I've visited Mount Rushmore over 20 times, part of the perks of growing up only 30 minutes away.

What Does
"Maximizing Your Return On Life"
Mean To You?

Let's explore your lifestyle and financial goals and create a road map to support your singular definition of living richly. Learn more in a complimentary, no-pressure 30-minute phone call with a CWM advisor.

LET'S TALK