Riley Cregan CFP® in

Riley Cregan CFP®

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Financial Advisor at Northwestern Mutual
📍 Raleigh-Durham-Chapel Hill Area, United States

Riley is a Certified Financial Planner® who runs his own firm partnered with Northwestern Mutual, specializing in tax-efficient strategies for professionals and retirees. An alumnus of UNC Kenan-Flagler Business School, he focuses on designing holistic financial plans to optimize outcomes and reduce financial anxiety for his clients.

During his time at the University of North Carolina at Chapel Hill, Riley worked as an Intramural Official for the campus recreation department. This suggests a personal interest in sports, athletics, and officiating.

He was recognized by Forbes as a 2026 Best-In-State Financial Security Professional.

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Experience
8 Years
Current Role
Financial Advisor
Location
Raleigh-Durham-Chapel Hill Area, United States
Personality Overview

How Riley shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Riley cares about

Tax-Efficient Planning
He emphasizes his team's expertise in current tax laws, focusing on policies like the 20% Pass-Through Deduction to benefit business owners and high-net-worth families.
Holistic Financial Planning
His practice is built around designing comprehensive written plans to turn client dreams into reality while removing their financial anxiety.
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Career

Work history

5-2018
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Business Finance
UNC Kenan-Flagler Business School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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