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LPL Financial - Financial Advisor: Kevin Riley, CPFA

LPL Financial - Financial Advisor: Kevin Riley, CPFA

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

280 Hemsted Dr Suite 103

Redding, California 96002

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-4PM
Tuesday 7:30AM-4PM
Wednesday 7:30AM-4PM
Thursday 7:30AM-4PM
Friday 7:30AM-2:30PM
Saturday Closed

Customer Reviews

Kevin is a knowledgeable, trustworthy, and reliable financial advisor. He strikes a great balance between professional and approachable, making conversations both productive and easy. He stays well-informed in his field and provides thoughtful, relevant guidance that aligns with his clients? goals?never pushy, always practical. Kevin listens closely, communicates clearly, and approaches his work with consistency and integrity. I highly recommend him to anyone seeking financial advice!

I had the pleasure of working with Kevin, and I was impressed with his knowledge, professionalism's, and genuine care for my financial needs. He took the time to understand my goals, explain investment concepts in a way that made sense to me. His advice has been really helpful for coming up with a financial plan for the future. Kevin is always responsive, proactive, personable, and willing to go the extra mile. Thanks to his help, I feel I have a solid plan in place for my finances. If you?re looking for

Kevin is an excellent financial advisor?He is informative, professional, and easy to deal with. He is prompt when responding to questions and takes the time to learn and understand his client?s goals for investing. We recommend Kevin to all of our friends..

If you need a financial advisor who listens and truly cares about your goals, Kevin is the right choice. He takes the time to understand your needs and provides tailored advice. Whether you're new to investing or seeking the right fit, Kevin makes the process seamless and stress-free. He?s genuinely dedicated to your success and will guide you every step of the way. Highly recommend!

I was extremely happy with Kevin?s level of knowledge and performance. He is very professional while also being enjoyable to work with. I referred him to 2 of my friends to help them rollover their 401K?s and afterwards they each thanked me and said he did a terrific job.

Kevin is someone with integrity, professionalism, and a strong work ethic. He genuinely cares about helping people make smart financial decisions and is always willing to share his knowledge

Financial Advisor: Kevin Riley, CPFA LPL Financial. He genuinely cares about clients? I would recommend him to anyone looking for a market savvy, personable and someone who is ?invested? with each of his clients. He treats me like family. - Matt

SHOUT OUT TO KEVIN! He was super professional and very informative when he was helping me create my portfolio! He really knows his stuff and is great at explaining things. I couldnt ask for anyone better. If you need any financial help, he is your guy!! 10/10 highly recommend ?? ?? ??

I had no clue what I was doing with my 401(k), and Kevin really helped me figure it out. He broke things down in normal terms and showed me how to actually make it work for me. Super easy to talk to, and you can tell he?s just a good guy who knows his stuff.

Kevin has completely changed my perspective on financial planning. He's more than just an advisor; he's become a friend who genuinely cares about my financial well-being. His insights and strategies have helped me make smarter decisions and set realistic goals for the future. Working with Kevin has been a truly rewarding experience!

Kevin is awesome! He's been my financial advisor for a while now, and I couldn't be happier with his guidance. He's super knowledgeable and always has great advice. If you're looking for someone to help you with your finances, Kevin is your guy!

Outstanding financial advisor! Kevin's expertise and personalized approach have been instrumental in guiding me towards my financial goals. Highly recommend his services!

Kevin Riley is an amazing financial advisor in Redding! His expertise and personalized approach make navigating finances a breeze. Highly recommend him for anyone looking for a friendly and knowledgeable advisor!

Kevin has been wonderful to work with. He communicates efficiently and easily, making everything much easier to understand for those of us that aren't as financially savvy. Highly recommend!

Kevin has kicked butt for my investments. He not only helped me grow my investments but gave me a realistic picture of what my retirement looks like. Highly recommend him and vouch for his excellent advice.

Kevins dedication to personalized financial solutions sets him apart; he truly cares about his clients success and well-being.

Impressed with Kevin's commitment to staying up-to-date on market trends; his insights have proven helpful in making informed decisions.

Kevin?s comprehensive knowledge and professionalism make him a trustworthy partner in managing my investments and securing my financial future.

Ive been working with Kevin for a few years and he is a great person to have on your side. Kevin is personable, knowledgeable and always available. He has helped me set up a Roth IRA for my wife and I. As well as setting up a SEP IRA for my business. Kevin has also sat in meetings with my CPA to ensure we were doing what was best for my needs and investment goals. It has a been pleasure working with Kevin and I will continue to do so. If you have any questions and need guidance with investing, then look no

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.