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- Financial Planning & Advanced Strategies
Riley Saunders, CFP®, is a Paraplanner 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, developing high-level analyses in the areas of retirement, estate, and tax planning. Riley also provides customized reports that are necessary for clients’ individual financial planning needs.
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 nearly three 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 is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.
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 traveling.