Arthur R. Riley, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Arthur R. Riley, Jr. CFP®

CEPA®

Financial Planner

Synergy Wealth Solutions

10975 Benson, Suite 350
Overland Park, KS 66210
FINANCIAL ADVISOR'S WEBSITE
(913) 205-5228

General

Arthur Riley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergy Wealth Solutions in Overland Park, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA RICP CASL

Insurance Licenses

  • Life insurance: KS,MO,TX
  • Health/disability insurance: KS,MO,TX
  • Fixed annuities: KS,MO,TX
  • Variable annuities: KS,MO,TX

Broker-Dealer Affiliation

Metlife Securities, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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