Riley Stephenson Riley Stephenson, CFA, CFP® Riley is a Wealth Advisor at Stephenson and Company, Inc. He graduated from the University of California Santa Barbara with a B.A. degree in Business Economics and is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a CFA® charterholder (Chartered Financial Analyst®). Prior to joining Stephenson and Company, Inc. in 2014, Riley was an Institutional Consulting Analyst with Graystone Consulting, a business of Morgan Stanley. He was member of a team that provided investment consulting and asset management services to non-profit institutions and collectively managed over $2 billion in client assets. At Stephenson and Company, Inc. Riley provides wealth management and financial planning services to individuals and families to help them achieve their unique set of goals. Riley is an active member of the CFA Society of Orange County as well as the Financial Planning Association of Orange County. He currently serves on the Board of Directors of the Boys and Girls Club of the South Coast Area.