Justin Richter, CFA, CFP®

Senior Wealth Advisor
Kansas City

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.

Accolades

Justin was ranked #346 on the Forbes 2020 Top Next-Gen Wealth Advisors list.

Personal Interests

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.

Justin’s Office

The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For advisors already on a ranking, there is a fee to be highlighted in bold. For more information related to the award, visit https://www.forbes.com/top-next-gen-advisors/#7b7678996df0. The award is not indicative of future performance and there is no guarantee of future investment success.

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