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FIDUCIARY & FEE-ONLY
No commissions and no hidden fees. The only compensation we receive comes from our clients directly.
Financial Planning, Investment Management, Tax Preparation, & more
ABOUT THE OWNER
I am a CERTIFIED FINANCIAL PLANNER™, Certified Student Loan Professional™, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University.
I am very active in the financial planning community. I provide pro-bono financial planning to a few low-income families due to Covid-19, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee.
In my free time, I enjoy following the Washingon Huskies and playing tennis with friends and family.
Have questions? Feel free to fill out the contact form HERE.
Riley Poppy, CFP®, CSLP®, BFA™, CTS™
Founder & Financial Planner