Murray Richardson is an independent financial advisor and the President of C.D. Financial, Inc. in Amherst, NY. His specialties include comprehensive wealth management and retirement income planning.
Murray's philosophy is to always look out for his client's best interests and to keep the clients focused on their financial goals. He accomplishes this by staying engaged with Investment Managers and their teams, independent reading and research, and ultimately keeping clients current at review meetings. This approach has helped establish C.D. Financial as a true “family firm” where generations of client families, their friends, and neighbors have come to trust with their financial futures.
Murray has clients across 16 states and maintains the following securities licenses:
- Series 7 - General Securities Representative Exam
- Series 63 - Uniform Securities Agent State Law Exam
- Series 66 - Uniform Combined State Law Exam
- Series 24 - General Securities Principal Exam
- Behavioral Financial Advisor, BFA™
- Life/Accident/Health Insurance
Murray has two beautiful children – Charlotte & Ryan. In his downtime, he enjoys being a part of his son’s baseball league, traveling, skiing, golfing, and playing tennis. Murray has been a part of two (40+) National Men's Tennis teams that have represented the NY/NJ Eastern Region in Indian Wells, CA (2013) and Surprise, AZ (2019).
Murray supports a variety of local organizations that benefit children with physical and developmental disabilities including: The Summit Center, Bornhava, SABAH, and Path of Play where Murray currently serves as a Board Member.