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As a licensed Certified Public Accountant (CPA) and Associate Financial Planner, Riley van Velthuyzen works closely with Chase Sandera, Ross Kroll, and Todd Butler to prepare and deliver highly detailed wealth and tax planning strategies and provide an exceptionally thoughtful, planning-forward client experience.

Prior to joining Ocean Path Advisors, Riley assisted in the building of holistic tax and financial plans for high-net-worth families at a multi-billion dollar, independent Registered Investment Adviser.  Riley enjoys working within a team setting that is focused on helping clients meet and exceed their goals.

Riley earned a Bachelor’s degree in Accounting from Pepperdine University. A Southern California native, Riley loves sports, traveling, and spending time with family and friends.