Riley Saunders, CFP®, is a Financial Planning Services Manager in the Financial Planning Department at Cassaday & Company, Inc. and joined the firm in March 2019. He works closely with the Director of Financial Planning; managing processes and workflows used within the Financial Planning Department. Riley helps creates efficiencies within the team, explore new technologies that could be incorporated in the firm, and onboard new hires. Riley also contributes in developing high-level analyses in the areas of retirement, estate, and tax planning for clients.
Riley assists with the onboarding process of new clients, reviews investment allocations, and prepares essential reports for the ongoing management of client accounts. He also helps with the analysis of cash flow planning, employee benefits, and retirement services. 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. Riley currently sits on the Board of Directors for FPA’s National Capital Area chapter as the NexGen Director. Riley helps 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.
Riley currently resides in Arlington, VA. In his free time, he enjoys playing basketball and exploring new places.
Riley is a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States. He is not registered with Cassaday & Company, Inc.
*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.