Riley McKenzie is an experienced advisor managing a large book of retirement plan clients. Skilled in client relationship management, investment analysis, retirement plan consulting, fiduciary education, fee benchmarking, and plan design optimization
Education:
Boise State University – Bachelor of Business Administration, Finance, Marketing Economics
Licenses and Designations
- CFA Program Level I
- FINRA Series 7,65
- Certified Plan Fiduciary Advisor (CPFA®)
- Idaho Health & Life Insurance