RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Quincy Loreen
Wealth Advisor & Lead Financial Planner
Quincy is a CERTIFIED FINANCIAL PLANNER® Practitioner and an alumnus of Washington State University where he earned degrees in both Finance and Accounting. Quincy is passionate about helping individuals and families achieve their financial goals. Based in his hometown of Seattle, Washington, outside of the office, Quincy is a musician and avid snowboarder and can often be found at local sporting events with his fiancé, Sarah.
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Designations and Education
Bachelor’s in Finance & Accounting – Washington State University
CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
