Broker Check

Team

 

David M. Richardson, CPA

Senior Financial Advisor

David began his career over 40 years ago. After becoming a Certified Public Accountant, he started his own business and later acquired licenses in securities, insurance, and real estate. He resides in Westlake Village and enjoys golfing...

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Ryan Richardson

Lead Financial Advisor

818-348-0603

ryan@investedcpa.com

Ryan graduated from California Lutheran University, with a degree in Business and Accounting. He has acquired his securities licenses and is currently going through the process of completing the CPA examination. (read more)

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Lauren Bugbee*

Tax & Accounting Specialist

818-348-0603

lauren@investedcpa.com

Lauren graduated from California Lutheran University, with a degree in Business and Accounting. She is currently studying for the CPA examination. (read more)

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Henry VanBuskirk

Certified Financial Plannerâ„¢ & Investment Analyst

818-348-0603

818-348-1323

henry@investedcpa.com

Henry graduated from the University of California, Santa Cruz with a bachelor’s degree in Mathematics and from California Lutheran University with a Master’s degree in Business Administration. Henry is a CERTIFIED FINANCIAL...

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Maggie Dresel*

Director of First Impressions

maggie@investedcpa.com

Maggie brings with her experience and knowledge working in multiple financial intuitions throughout her career. Her family’s business was tax preparation and insurance brokers. She would work there while going to school. Her...

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* These individuals are not affiliated with Cetera Financial Specialists LLC.