Lance Riddle, CFP®

Lance Riddle, CFP®, is a seasoned financial professional with over 34 years of experience in the financial services industry. He is the Principal and founder of Optimal Wealth Advisors, a firm specializing in portfolio management, wealth management, and retirement planning based in Irving, Texas.125

Before establishing Optimal Wealth Advisors, Riddle served as a Vice President and portfolio manager at Bear Stearns, where he developed and implemented investment strategies for clients.15 His extensive background includes significant expertise in helping individuals prepare financially for retirement.3

Riddle has been recognized as a Five Star Wealth Manager multiple times, highlighting his commitment to excellence in client service and financial planning.34 His professional qualifications include being a Certified Financial Planner (CFP®), which underscores his dedication to ethical financial advice and comprehensive wealth management strategies.13