Colton Richards, Cfp®
About Colton Richards, Cfp®
Colton Richards, CFP®, is the Business Development Manager at SEI, specializing in wealth management and financial planning for independent advisors in the South Central US.
Company
Colton Richards currently works at SEI as a Business Development Manager, focusing on the South Central US region. SEI is a global provider of investment processing, investment management, and investment operations solutions. Colton has been with SEI in various capacities since 2018.
Title
Colton Richards holds the title of Business Development Manager at SEI. In this role, he specializes in working with independent fee-only and hybrid fee-based financial advisors, providing consultation on wealth management, investment advice, financial planning, and business growth.
Education and Expertise
Colton Richards earned a Bachelor of Science in Finance from Penn State University, where he studied from 2014 to 2018. He also studied International Business at Charles University in 2017. Colton has extensive expertise in financial planning, investment advice, and business development, particularly within the independent financial advisor market.
Background
Colton Richards has a diverse background in finance and business development. Before his current role, he worked in several positions at SEI, including Business Development Consultant, Internal Account Executive, and Associate Internal Account Executive. He also gained experience as a Commercial Lending Intern at The Provident Bank and a Financial Planning and Analysis Intern at Qlik.
Achievements
Colton Richards has played a significant role in providing turnkey wealth management services through SEI's Independent Advisor Solutions. His work involves leveraging outsourced investment strategies, administration and technology platforms, and practice management programs to support the growth of independent financial advisors.