Broker Check

Team

 

Ryan Richardson

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)

Read more

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)

Read more

Henry VanBuskirk

Financial Assistant

818-348-0603

818-348-1323

henry@investedcpa.com

Henry is our investment and portfolio analyst. He graduated from the University of California, Santa Cruz with a bachelor's degree in Mathematics. He furthered his education by achieving a Masters degree in Business Administration from...

Read more

Maggie Dresel*

Director of First Impressions

maggie@investedcpa.com

David Richardson, CPA

Senior Financial Advisor

David began his career over 35 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 West Hills, California, and has...
Read more

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