Riley Poppy, CFP®, CSLP® Ignite Financial Planning, LLC

About Riley Poppy, CFP®,  CSLP®, BFA™

I am a CERTIFIED FINANCIAL PLANNER™, Certified Student Loan Professional™, Behavioral Financial Advisor™, and Certified Tax Specialist™.

As the founder of Ignite Financial Planning, I provide tailored financial planning strategies for young professionals and growing families. I commonly work with clients in the tech and medical fields. Areas of expertise include student loan repayment strategy, tax-reduction, equity compensation plans, homebuying guidance, and long-term portfolios.

My financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a major role in your life. With the right guidance, your financial resources can be tools to help you reach your life’s goals.

Ignite operates a little differently than the large brokerage firms. As a fee-only firm, we are required to act in a fiduciary capacity – the highest standard of care. Put simply, our clients’ interests must be ahead of ours at all times. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.

I am very active in the financial planning community. I provide pro-bono financial planning to a few low-income families as a result of Covid-19, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee. In my free time, I love following the Washingon Huskies and playing tennis with friends and family.

Read my media mentions: https://www.ignitefinancialplanning.com/press

 

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Student Loan Debt
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Hourly Fee: $300+/hr
  • AUM: 0.80%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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