For CPAs, attorneys and other professionals
Referring a client to Jay A. Richardson, CFA, CFP®, CKA®
CFP®, CFA · Inspire Advisors, LLC · Newport Coast, CA · Verified with the SEC
Who Jay helps
Clients who have Christian or conservative values and seeking Biblically Responsible Investing (BRI) to honor God with their investments
Specialties: Values-based investing · Faith-based investors · Christians · Business owners · Farmers and ranchers · High-net-worth families · New and growing families · First-generation wealth · Estate and legacy planning · Caregivers and aging parents · Selling a business · Sandwich generation · Retirees and pre-retirees
Welcoming new clients. Room for about 10 new families
How a referral works
- You introduce them with one email below, copying you and Jay. Nobody's added to a list.
- Jay replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Jay says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Jay, does. It takes a minute.
Introduce someone to Jay →Advicer.bio doesn't give financial advice or pay for referrals. Jay is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.