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CFP® PROFESSIONAL
FIDUCIARY & FEE-ONLY
COMPREHENSIVE
Only 25% of U.S. financial planners are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
We are fee-only financial planning firm. We’ve signed a fiduciary oath to act in the best interest of our clients.
Financial Planning, Investment Management, Tax Planning, & more
ABOUT THE OWNER
I am a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, 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 am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee.
In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.
Have questions? Feel free to fill out the contact form HERE.
Riley Poppy, CFP®, RICP®, CSLP®, BFA™, CTS™
Founder & Financial Planner
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