Lauren A. Rivera, Aif®
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Lauren A. Rivera, Aif® Email & Phone Number

Director Client Services | Operations at Purus Wealth Management at Purus Wealth Management
Location: Newport Beach, California, United States 3 work roles 1 school
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Current company
Role
Director Client Services | Operations at Purus Wealth Management
Location
Newport Beach, California, United States
Company size

Who is Lauren A. Rivera, Aif®? Overview

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Quick answer

Lauren A. Rivera, Aif® is listed as Director Client Services | Operations at Purus Wealth Management at Purus Wealth Management, a company with 10 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Lauren A. Rivera, Aif®.

Lauren A. Rivera, Aif® previously worked as Relationship Manager at Purus Wealth Management and Associate Financial Advisor at Waddell & Reed. Lauren A. Rivera, Aif® holds Bachelor Of Arts (B.A.), English from University Of California, Irvine.

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Purus Wealth Management

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Profile bio

About Lauren A. Rivera, Aif®

A core focus at Purus is providing exceptional service throughout our client relationships and Lauren concentrates her efforts on aligning the inner workings of the firm with this objective at the forefront of the daily operations.Lauren entered the financial services industry in 2007, where she became a licensed Advisor Associate. Lauren is an original member of Purus since its establishment in 2015. Many of her years with Purus were in a Relationship Manager role, working extensively with clients and their unique needs. This provided her with the experience needed for her current role.In an ongoing effort to develop her understanding of the industry, Lauren earned the Accredited Investment Fiduciary® (AIF®) Designation in 2023. The AIF® Designation signifies specialized knowledge of fiduciary responsibility, the ability to implement policies and procedures that meet a defined standard of care and demonstrates understanding of the Prudent Practices® and methodology.Lauren grew up in Orange County and graduated from the University of California, Irvine with a bachelor’s degree in English and a minor in Spanish. She and her husband have two loveable, active daughters. When Lauren is not busy enjoying activities with her family, she appreciates being able to work out, cook, complete DIY projects and do mostly anything outdoors.

Listed skills include Financial Planning, Wealth Management, Relationship Management, Client Services, and 3 others.

Current workplace

Lauren A. Rivera, Aif®'s current company

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Purus Wealth Management
Purus Wealth Management
Director Client Services | Operations at Purus Wealth Management
newport beach, california, united states
Employees
10
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3 roles

Lauren A. Rivera, Aif® work experience

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Director Client Services | Operations At Purus Wealth Management

Current

Newport Beach, California, United States

Mar 2022 - Present

Relationship Manager

Current

4675 Macarthur Court, Ste 770 Newport Beach, CA 92660

Jan 2015 - Present

Associate Financial Advisor

Costa Mesa, CA

Jan 2007 - Jan 2015
Team & coworkers

Colleagues at Purus Wealth Management

Other employees you can reach at puruswealthmanagment.com. View company contacts for 10 employees →

1 education record

Lauren A. Rivera, Aif® education

FAQ

Frequently asked questions about Lauren A. Rivera, Aif®

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What company does Lauren A. Rivera, Aif® work for?

Lauren A. Rivera, Aif® works for Purus Wealth Management.

What is Lauren A. Rivera, Aif®'s role at Purus Wealth Management?

Lauren A. Rivera, Aif® is listed as Director Client Services | Operations at Purus Wealth Management at Purus Wealth Management.

Where is Lauren A. Rivera, Aif® based?

Lauren A. Rivera, Aif® is based in Newport Beach, California, United States while working with Purus Wealth Management.

What companies has Lauren A. Rivera, Aif® worked for?

Lauren A. Rivera, Aif® has worked for Purus Wealth Management and Waddell & Reed.

Who are Lauren A. Rivera, Aif®'s colleagues at Purus Wealth Management?

Lauren A. Rivera, Aif®'s colleagues at Purus Wealth Management include Dylan Oliva, Hannah Morreale, Laura E. Sillen, Aif®, Tiffany Nekritz, and John D. Morreale, Cfp®, Cmfc.

How can I contact Lauren A. Rivera, Aif®?

You can use AeroLeads to view verified contact signals for Lauren A. Rivera, Aif® at Purus Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Lauren A. Rivera, Aif® attend?

Lauren A. Rivera, Aif® holds Bachelor Of Arts (B.A.), English from University Of California, Irvine.

What skills is Lauren A. Rivera, Aif® known for?

Lauren A. Rivera, Aif® is listed with skills including Financial Planning, Wealth Management, Relationship Management, Client Services, Investment Strategies, Life Insurance, and Office Administration.

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