Justin Richter, CFA, CFP®
Designations and Licenses
Justin holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNERTM professional.
Experience and Education
Justin develops and delivers wealth planning and investment management solutions for high-net-worth and institutional clients. He has a background in economic theory, asset allocation and securities selection and is a member of the firm’s Investment Committee.
With more than a decade of experience in the financial services industry, he joined Mariner Wealth Advisors from BOK Financial, where he was a senior vice president and client advisor. Before that, Justin spent nine years as a portfolio manager at UMB Bank, where he worked with a team to provide comprehensive financial solutions to high-net-worth individuals and institutions. In that role, he leveraged a combination of investment management, banking, trust and estate planning and charitable gifting strategies. He also served as a member of the bank’s asset allocation and equity selection committees.
He has a bachelor’s degree with a concentration in finance from the Wharton School of Business at the University of Pennsylvania.
Justin was ranked #346 on the Forbes 2020 Top Next-Gen Wealth Advisors list.
Justin is a member of the Kansas City Tomorrow Class of 2017-2018 through The Civic Council of Greater Kansas City. He is a board member and volunteer for Junior Achievement of Greater Kansas City. He also serves on the community advisory committees for REACH Healthcare Foundation and AdventHealth – Overland Park.
Top Next-Gen Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors for 2020 were published in September 2020 and were based on March 31st data, including 1- and 5-year periods.
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