Kevin Riley believes there is nothing more rewarding than helping others achieve their dreams. From an early age, his parents instilled in him the belief that through hard work and dedication you can achieve anything. This belief was instrumental when he coached first-generation college students on their paths towards earning their college degrees, in his prior position as a Student Mentor—and it continues to guide and drive him today. 

Born and raised in Irvine, California, Kevin graduated from Chapman University and later attended San Diego State University to earn his MBA. He has over 10 years of experience in wealth management, starting his career at Goldman Sachs, and then moving on to Tiedemann Advisors, where he worked as a Client Service Associate, later becoming Vice President of Operations. Kevin currently splits time between Irvine and Maui with his wife, Christina, and their 3 dogs. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and takes pride in assisting clients’ operational wealth management needs. For each client, he strives to make the process of engaging with their finances as smooth and enjoyable as possible.

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