Richard Lunsford, CFP^®, ChFC^®, CLU^®, CWS^®

Designations and licenses

Richard is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Chartered Life Underwriter® and a Certified Wealth Strategist®.

Experience and education

Richard provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Richard was a financial planner at Edelman Financial Engines.

Richard has a bachelor’s degree in business administration and music from Furman University.

Personal interests

Away from the office, Richard enjoys the outdoors, college football, golf, mountain biking and hiking.

Richard’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.