Anny Riveron Email & Phone Number

United States

As Vice President and Co-founder, I lead our team at RMJ Advisory in providing comprehensive financial services tailored to meet the diverse needs of business owners, employees, and families. With a focus on rollovers and wealth expansion strategies, we are committed to empowering our clients to achieve their financial goals with confidence and clarity. Together, we navigate the complexities of financial planning, offering personalized solutions that foster long-term prosperity and security.

United States

California, United States

As a Financial Advisor, Anny has been helping people create strategies for retirement and helping make that transition for nearly three decades. Her team works directly with clients to create a financial plan geared around achieving financial confidence to reduce fear and worry during retirement.Being raised in Cuba for the first 8 years of her life instilled an appreciation for financial peace and freedom that many advisors do not have. Anny believes taking unnecessary risks with money isn’t needed, and understands that growth with preservation is what most people want.Her team specializes in two areas: Those planning to retire in the next 5 years and those people currently retired who need the plan to remain financially free and create a legacy plan. No matter what your current planning looks like, Anny will give you honest feedback about the best path to a successful retirement.

United States

For 26 years I had the opportunity to protect families with Legal Protection plan in my previous company and now I get to work directly with Legal Shield protecting Business Owners and families.

Temecula, Ca

I work with families and business owners to help them get financially organized and reach their FIN # (Financial Independence Number). I appreciate working with everyone however I enjoy most working with businesses because I have been one since the age of 16 years old.