Riley Saunders Financial Planning Specialist
Riley Saunders, CFP®, is a Financial Planning Specialist in the Financial Planning Department at Cassaday & Company, Inc. and joined the firm in March 2019. Riley works alongside and under the direction of Christopher Krell in a dedicated capacity to help provide the firm’s clients with the highest level of comprehensive and proactive service. Riley engages with clients to stay informed of their evolving circumstances and works to identify planning opportunities that can bring value to a specific client situation.
He drives the collaboration process between clients and their advisory team to develop high-level analyses in the areas of retirement, education, tax, and estate planning. In addition to attending client and prospect meetings, Riley helps coordinate the comprehensive suite of services provided by the firm. Prior to joining Cassaday & Company, Riley’s background includes several years of tax and wealth management experience from a local tax firm.
Riley graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in Finance along with an international business minor. While at Virginia Tech, Riley was an active member of the Financial Planning Association (FPA) student chapter. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through Virginia Tech’s CFP Board Registered Program. Riley also holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses in Virginia.
Riley is a member of the Financial Planning Association (FPA) of the National Capital Area. Previously, Riley sat on the Board of Directors for FPA’s National Capital Area chapter as the NexGen Director. Riley helped organize and promote periodic group meetups with his FPA NexGen peers of the National Capital area. These meetings provide a space for young financial planning professionals to meet, discuss trends in the industry, and bounce ideas off one another.
Currently, Riley is in the process of obtaining his Personal Financial Planning Master’s degree from Kansas State University. The purpose of this degree is to expand his foundational knowledge in areas such as tax, estate, and retirement planning. In addition to the core curriculum, Riley opted to take classes in the field of applied behavioral finance, which allows him to gain a better understanding of the psychology behind financial planning.
Riley currently resides in Arlington, VA. In his free time, he enjoys playing basketball and exploring new places.
Riley is an investment advisor representative with Cassaday & Company, Inc., and a registered representative with Osaic Wealth.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.