Riley Crosbie, CFP®, CPA, NSSA®
Riley is the President of Adams Wealth Advisors and sits on the Adams Wealth Advisors Management Committee. He is a Certified Financial Planner™ and a licensed Certified Public Accountant in the state of Utah. He also holds the NSSA certification, making him a specialist in social security retirement planning. Riley has been with Adams Wealth Advisors since 2015.
Riley prides himself on his ability to serve clients by helping them identify financial needs and ultimately their lifestyle goals. He works closely with advisors and team members across the business, developing and presenting financial plans and communicating our unique, and tailored investment strategies. He is most grateful for the lasting relationships he builds with the firm’s clients and their families.
Prior to joining Adams Wealth, Riley worked as an independent financial planner. He also spent the first two years of his career working as a public accountant, assisting individuals with their tax needs. He received his Master’s degree in Accounting with an emphasis in Personal Financial Planning from the Jon M. Huntsman School of Business at Utah State University. He graduated Magna Cum Laude, and served in leadership positions for the student chapter of the Financial Planning Association.
Riley is passionate about his active role in the community. He volunteers weekly with the Cache Food Pantry’s Backpack Program, which provides packed breakfast and lunch for elementary age children, many of them from low-income families, to eat on the weekends while at home. If you are interested in getting involved with this amazing program, Riley would love to tell you more about it and his experience volunteering there. You can also learn more about the program here: https://cachefoodpantry.com/backpack/.
Riley is a Cache Valley native and lives in Providence with his wife Whitney and their three daughters. He is a devoted sports fan, and especially loves college football and basketball.
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