Riley Barr, CFP®
Director Client Advisor Silicon Valley, CA
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206.707.7399At Freestone, Riley is an entrusted advisor to technology executives and entrepreneurs in San Francisco and Silicon Valley. Riley directs his clients’ public and private market investing, with a focus on managing concentrated stock positions, tax-efficient divesting, 10b5-1, plus philanthropic, estate and tax planning strategies. Riley often manages wealth for families across generations. Prior to Freestone, Riley held senior roles at Scharf Investments LLC, where he led investment management and wealth planning services. Riley’s career began at Merrill Lynch 15 years ago, providing trading, distribution, and custody services.
Education
Riley earned a BS in Economics from the University of Oregon with a minor in Business Administration and concentration in Finance. He is a CFP® practitioner.
Outside Freestone
Riley lives in San Jose with his wife, daughter, and golden retriever. He is an active member of the Financial Planning Association of San Francisco and Rotary Club of Los Gatos, where he currently serves on the board of directors with a focus on youth services. Most recently, he served as the chair of the investment committee for the charity and scholarship funds.
Recognition
Riley has been recognized by Five Star Professional as a Five Star Wealth Manager from 2023 to 2024. His 2023 award was featured in Fortune magazine, print edition.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 11/1/2024 for the time period covering 2/13/2024 through 8/30/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.