Jeffrey E. Riley, CLU®, CFP®

Jeffrey E. Riley, CLU®, CFP®

Phone: 713.964.4028

Email:


I joined PARTNERSINWEALTH in July of 2015 as part of a close group of professionals with one goal in mind, to bring clients confidence about their financial future.  I aspire to bring clarity to those financial issues that many people ignore due to lack of time or understanding. 

As a PERSONALCFO I bring with me over 12 years of experience with a passion for comprehensive financial planning.  Most of that time was spent with Prudential Financial where I honed my knowledge with some of the industry’s top experts.  My intention is to save you time and worry by liberating you from the complexities of self-managing your personal finances. I am here to put your mind at ease about achieving your financial goals.

I earned my bachelor’s degree in Business Administration from Western Michigan University, Haworth College of Business, Chartered Life Underwriter (CLU®) designation from The American College, and Certified Financial Planner (CFP®) designation from the CFP Board of Standards.

IN MY WORDS

If you were asked “How confident are you about your financial future?” what would you say?  I have asked this question to hundreds of people over my career.  Consistently the answer is “I don’t know."  There are so many moving parts and variables to consider that it becomes overwhelming for most people.  You have a myriad of statements that come from your brokerage investments, employer 401k/403b, bank accounts, various insurances, and other bills.  Many people will pay the bills as they are due, look over the investment statements, and then file them away having never taken the time to see how they all fit together.  I take all of those pieces, put them together, and show you what your financial picture looks like.  Then, as part of your comprehensive plan, we can evaluate how effectively you are positioned to achieve your specific goals.

MY COMMITTMENT

As a trustworthy single point of contact, I work every day as my clients’ advocate to make sure they are better off because of our work together.  I will work to understand the entire financial picture and to act as an unbiased sounding board for the unique decisions that financially successful households must make.

 

PERSONAL

I recently moved from Kalamazoo, Michigan to Houston to join PARTNERSINWEALTH.   I spend free time outdoors with my wife, Jill, who is a Registered Nurse.  I have enjoyed performing major classical works with the Kalamazoo Bach Festival Choir in collaboration with the Symphony and Philharmonic.  The art of Judo has also been an interest of mine and recently I joined Revolution Dojo to continue my study.  Often I can be found playing guitar or working on my foreign language skills.  At Western Michigan University I studied German for 4 years.  With the diversity of culture and arts, I look forward to enjoying all that Houston has to offer.