Charla Riley

Charla "Sue" Riley is a seasoned financial professional with over a decade of experience in providing comprehensive financial guidance, specializing in retirement planning, financial planning, college planning, and asset management. Currently serving as the President Private Wealth Manager at Crestbridge Financial since January 2009, Charla also holds a position on the Board of Directors for the Public Law Center, advocating for access to justice for low-income residents. Previous roles include serving as a Financial Advisor at both Merrill Lynch and UBS, along with various board memberships in community organizations. Charla "Sue" Riley is an Accredited Asset Management Specialist (AAMS) and has pursued education from several prestigious institutions including The American College of Financial Services and UC Irvine.