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Ross W. Richardson, MS, CFP®
Biographical Information
Ross Richardson serves as President of Pembroke Advisors, Inc., an SEC Registered Investment Advisor and oversees the firm’s financial advisory and investment management areas. Ross works with a diverse clientele including professional athletes, corporate executives, business owners and wealthy families. A Certified Financial Planner™ certificant since 1987, he received his Bachelor in Business Administration and Masters of Science in Finance degrees from Louisiana State University. His professional experience includes six years as an officer in commercial banking and seven years with the Houston-based financial and investment advisory firm, Linscomb & Williams.
Ross is a member of the Financial Planning Association (FPA) and served two terms on the National Board of Directors of The Institute of Certified Financial Planners (ICFP), a predecessor to FPA. Ross also formerly sat on the Board of the Houston Society of the ICFP including the offices of Chairman and President. He was awarded the Houston Society’s first annual “CFP® of the Year” honor in 1995. He has served as a Mentor for the FPA’s Residency Program for newly licensed Certified Financial Planner™ designees and in other leadership roles for the FPA. Ross has been a fund-raising and committee volunteer for the Alzheimer’s Association Greater Houston Chapter.
Mr. Richardson has been interviewed and quoted in such publications as Money magazine, the Houston Chronicle, the Houston Post, Texas Lawyer, The Journal of Financial Planning, CFP® Today, Research Magazine and Investment Advisor. He has served as an instructor for the University of Houston’s Certified Financial Plannerä program and has participated as a panelist for Money© Magazine’s Personal Finance Seminars. He has also spoken before various professional groups on topics related to the financial planning profession.
Ross currently resides in Spring, Texas with his wife and two teenage children.
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