Riley Poppy

CFP®, BFA™, CTS™

Ignite Financial Planning, LLC

Founder & Financial Planner

I can work with clients anywhere!

Riley Poppy

CFP®, BFA™, CTS™

Ignite Financial Planning, LLC

Founder & Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Riley Poppy, CFP®, BFA™, CTS™

Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country

Riley Poppy is a Seattle, WA fee-only financial planner. Ignite Financial Planning provides comprehensive financial planning including cash flow planning, retirement planning, and investment management for young professionals working in tech and medical fields.  As a fee-only, fiduciary, and independent financial advisor, Riley Poppy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Riley Poppy is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, and Certified Tax Specialist™.  He is a graduate from the University of Washington and received his financial planning education from Northwestern University.  As a lifelong learner, Riley enjoys staying up to date in the industry and is an active volunteer in the financial planning community.  He serves as a CFP Board Mentor and is a member on their Scholarship Panel.  Riley also volunteers for Seattle Children's Financial Advisory Committee and for the UW Foster School of Business. In his free time, he enjoys following the Washingon Huskies and playing tennis with friends and family. 

Riley Poppy is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We're a modern-day financial advisory firm serving young professionals and growing families.  Based in Seattle, Washington, we work with clients locally and across the country.

Our clients typically work in tech and medical fields. Whether it is analyzing student loans, maximizing employee benefits, or building a tax-efficient portfolio, we are here to be your lifelong financial planning partner. Our version of financial planning stretches far beyond the numbers. We help our clients use their financial resources as a tool for designing their ideal life. 

We operate 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Employee Equity Compensation, RSUs, ESPPs, Stock Options
  • Investment Management
  • Employee Benefits Planning
  • Retirement Income Planning
  • College Education Planning
  • Student Loans

Ideal Clients

  • Young Professionals
  • Medical Profesionals
  • Technology Professionals
  • Growing Families
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Riley Poppy is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Riley Poppy is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Riley Poppy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Behavioral Financial Advisor (BFA)
    Riley Poppy is a Behavioral Financial Advisor™ (BFA™)

    Financial advisors earning the Behavioral Financial Advisor™ certificate have completed the certification program to help mentor and coach clients in their financial decisions, and offer a holistic approach to strengthen the advisor-client relationship using an integrated approach founded on self-awareness, demonstrating how traditional finance practices are influenced by psychology and neuroscience.

  • Certified Tax Specialist™ (CTS™)
    Riley Poppy is a Certified Tax Specialist™ (CTS™)

    The nationally recognized tax designation, CTS ™ (Certified Tax Specialist ™ ) is a graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability. CTS ™ certification requires mastery of the basic income tax formula and its computation, retirement plans, deductions, credits, capital gains, depreciation, payroll taxes, and tax planning. The CTS ™ program is designed for advisors who have clients interested in maximizing their after-tax returns as well as reducing their overall tax liability.

Contact Riley Poppy

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Office Locations:

  • 500 Yale Ave N
    Seattle, WA 98109
  • By Appointment Only
    Seattle, WA 98112
  • By Appointment Only
    Spokane, WA 99223

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