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

Planning Specialties

Jeff Riley, CFP, CLU is an equity partner and Senior PersonalCFO at PartnersInWealth. Consistently recognized as one of Houston’s top financial advisory firms by the Houston Business Journal, Jeff is part of a close group of professionals with one goal in mind, to bring clients confidence about their financial future. He aspires to bring clarity to those financial issues that many people ignore due to lack of time or understanding.

Jeff has over 15 years of experience with a passion for comprehensive financial planning. Most of that time was spent with Prudential Financial where he honed his knowledge with some of the industry’s top experts. His intention is to save clients time and worry by liberating them from the complexities of self-managing their personal finances. He is here to put client’s minds at ease about achieving their financial goals.

Jeff earned his 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.

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

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This Office

3400 Bissonnet St Ste 145 Houston, TX 77005-2153 Phone: (713) 964-4028 Fax: (713) 963-2977