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Eleni Richey

Advisor Image
Eleni Richey
Financial Advisor
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Part of the Coast Financial Associates practice
About Eleni Richey

Hi, I'm Eleni Richey. As a financial advisor with Thrivent in Walnut Creek, I help individuals and families navigate the financial questions that come with life's biggest transitions.


Many of the people I work with are growing families, parents balancing the needs of both children and aging parents, and people whose careers haven't followed a traditional path. Before becoming a financial advisor, I spent years supporting families in caregiving roles, and that experience continues to shape how I approach financial planning today.


I'm especially passionate about helping new and expecting parents navigate the many financial conversations that arise after welcoming a child. From balancing competing priorities and updating protections for your family to planning for the future while managing the realities of today, my goal is to help make those conversations feel less overwhelming and more approachable.


I also have a special appreciation for the challenges facing the "sandwich generation" - people who are caring for children while also supporting aging parents. These families are often pulled in multiple directions at once, and I enjoy helping them think through the financial and practical decisions that come with caring for the people they love.


I believe financial planning should feel approachable and personal, not intimidating. Whether you're welcoming a new baby, planning for retirement, caring for loved ones, or simply trying to make thoughtful decisions with your money, I'm here to help you create a plan that supports the life you want to build. My goal is to provide a comfortable, judgment-free environment where you can ask questions, clarify your priorities, and make confident financial decisions. I believe money is a tool that can help support the people and causes that matter most to you.

My qualifications
  • Technical School of Computer Engineering, Hackbright Academy
  • Bachelors of Biology, Wellesley College
  • Technical School, International Tour Management Institute
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4478083)
  • Colorado
Office location
Walnut Creek Location
3011 Citrus Circle 104
Walnut Creek, CA 94598
Phone831-566-6373Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations