Client Advisory

Biography

Riley is an Associate in the Santa Barbara office. He is a member of the Wealth Management practice, developing individualized financial plans to support client goals. He’s passionate about identifying and breaking decisions into their core components, modeling them for scenario evaluation, and synthesizing results for clients.

Prior to joining Cerity Partners, Riley served as a Financial Analyst at West Coast Financial, providing financial planning services, research, and portfolio management.

Riley enjoys surfing, sailing, and backcountry snowboarding in his spare time.

Education

  • B.S. in Chemistry and B.A. in Economics from Westmont College

Highlights

  • Series 65

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