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W. P. Richardson

Founder, Texas Financial Partners
Whitley Penn Financial Services

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“Success can create its own set of problem. Many thriving businesses won’t have enough liquidity to survive the tax impact of ownership transfer. A successful business is often the largest asset in an estate, forcing a sale or liquidation to meet estate tax liabilities. Owners have to plan well in advance for any ownership transition within the family or the management team or outside buyers.”

Education

  • Graduated fromTexas Christian Universityin 1985 with a degree in Business Management while lettering in golf.

Experience

  • After graduating from TCU, W.P. worked in a family business for one year.
  • Started in the life insurance industry in 1987 specializing in advanced wealth transfer strategies.
  • Joined Whitley Penn Financial, LLP in 2002.
  • Extensive background in comprehensive planning for small business continuity, wealth transfer strategies, estate planning, and long term disability

Accreditation

  • Chartered Life Underwriter
  • Certified Family Business Planning Specialist from The American College
  • Mutual Funds and Variable Annuities Representative (Series 6) and Uniform Securities Agent State Law License (Series 63)

Community Leadership

  • Past Board Member and officer for The Big Brothers and Big Sisters Organization of Tarrant County
  • Member of the TCU Ex Lettermen’s Association
  • Past President and Chairman of the Board at Ridglea Country Club
  • Current Board Member of The Envoy Hospice Foundation

Avocation

  • W.P. and Alicia have two children, Andrew and Rylie.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

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