Riley Barr, CFP®
Director | Client Advisor | Silicon Valley, CA
rbarr@freestonecapital.com
Phone
415.510.6825
415.510.6850
Fax
206.707.7399
At 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 around managing concentrated stock positions, tax-efficient divesting, 10b5-1, plus philanthropic, estate and tax planning strategies. Riley’s holistic approach resonates with high-net-worth individuals at technology companies, as well as industries like AI, software, cybersecurity, and defense. Riley provides wealth management and long-term family continuity to clients across generations. Prior to joining Freestone, Riley was Vice President, Investment Advisor at Scharf Investments LLC focusing on investment management and wealth planning services. Riley’s career began at Merrill Lynch over 15 years ago focused on 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 CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Riley currently resides in San Jose with his wife, daughter, and golden retriever.
Recognition
Riley has been recognized by Five Star Professional as a Five Star Wealth Manager from 2023 to 2024.
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.