Professional

I have been working with Northwestern Mutual since 1980, serving in a variety of positions and locations and attained a wealth of information about the financial industry.

I began my career in Denver, Colorado as a Financial Representative. From 1989 through 1999, I worked as the Managing Director in Boulder, Colorado. I became a Life Member of the Million Dollar Roundtable (1990-2004 including Qualifying/Life Member) and served as President of the Boulder chapter of the National Association of Insurance and Financial Advisors (NAIFA).

In 1999, I moved to Hartford, Connecticut and ran the office as the Managing Partner. Six years later, in 2005, I switched coasts and became the Managing Director in Irvine, California. Since then, I have been working as a Wealth Management Advisor.

In my career I have worked closely with legal and accounting professionals, as well as with executives, entrepreneurs, business owners, and individuals planning to retire or already in retirement.

In addition, I earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations through the American College. Here is some information about these designations:

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Randall Gilbert Riley, CLU®, ChFC®, MBA

Wealth Management Advisor

 

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