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.
Richard Riva
Founder & Partner Certified Private Wealth Advisor
Wealth Management Solutions
United States, California, Newport Beach
About Me
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
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation