CoverProfile

Richard Riva

Founder & Partner Certified Private Wealth Advisor

Wealth Management Solutions

United States, California, Newport Beach

About Me

I believe that preserving a legacy requires careful planning, strategy, and governance. My journey towards this belief began with a painful lesson learned when my father passed away prematurely, leaving our family’s inheritance vulnerable to loss in court. I share this personal story to emphasize the importance of securing your legacy and ensuring the well-being of your loved ones.

Profile Information

Founder & Partner Certified Private Wealth Advisor

Wealth Management Solutions

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

Jan 14, 2025

More profiles to browse

SI
Suet Ignarski
Senior Financial Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc