Jeffrey Riley (CFP, CLU)
Jeffrey Riley focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
As Director of Wealth Management, Jeff seeks to bring clients confidence and clarity about their financial future and leverages more than 15 years of comprehensive financial planning experience. Prior to joining The Mather Group, Jeff worked at PartnersInWealth and Prudential Financial where he honed his knowledge with some of the industry’s top experts. He earned a Bachelor of Business Administration degree from Western Michigan University, a Chartered Life Underwriter (CLU®) designation from The American College, and a Certified Financial Planner (CFP®) designation from the CFP Board of Standards.
Additional Information
Jeff spends his free time outdoors with his wife, Jill, who is a Registered Nurse. Often he can be found playing guitar or working on his foreign language skills. At Western Michigan University he studied German for 4 years. With Houston’s diversity of culture and arts, he enjoys all Houston has to offer.
NAPFA Start Date
March 03, 2017