Osaic Wealth
41yrs
Top advisor by experience in Concord
25yrs
Patrick Riley has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Concord, North Carolina. After three years at LPL Financial and a year at Camarda Wealth Advisory Group, Patrick joined Optimal Planning in 2016, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets.
One of 95 advisors with offices in Concord, and one of 90 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 23% by experience in Concord
Office1028 Lee-Ann Drive Suite 220, Concord, NC 28025
FirmOptimal Planning
How the firm is paid ?Percent of assets
Typical client at the firm ?$433,889
States licensed ?1 state
Services through Optimal Planning
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowOptimal Planning LLCCurrent firm
- 2013 – 2016LPL Financial LLCPreviously
- May 2012 – Mar 2013Camarda Wealth Advisory GroupPreviously
- 2009 – 2012LPL Financial LLCPreviously
- Oct 2007 – Aug 2009Crown Capital Securities, L.P.Previously
- Jan 2007 – Oct 2007Quest Capital Strategies, Inc.Previously
Contact Patrick
(704) 782-7233Optimal Planning main office 1028 Lee-Ann Drive Suite 220Concord, NC 28025Office · Get directions Firm websitewww.optimalplans.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Optimal Planning at (704) 782-7233 and ask for Patrick Riley. Patrick works from the Concord, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 25 years. Top 23% by experience in Concord.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Optimal Planning reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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