Raymond F. Rivas

Raymond F. Rivas Email and Phone Number

Make Smart Decisions About Your Money! / Wealth Manager @
Raymond F. Rivas's Location
Menlo Park, California, United States, United States
Raymond F. Rivas's Contact Details

Raymond F. Rivas work email

Raymond F. Rivas personal email

n/a

Raymond F. Rivas phone numbers

About Raymond F. Rivas

I make sure that my clients make smart decisions with their money so they can spend their time doing the things that they love to do. Think of me as a private CFO for successful families. I offer a consultative process to high-net-worth individuals and families. When the situation arises, I can call on highly experienced professionals in other fields to deliver high-level answers to our clients’ unique and complex situations.My process begins with a Discovery Meeting. In this Discovery Meeting, I will thoroughly examine your goals and values, to make sure you are on track towards achieving everything that is important to you.I focus on five key areas: -- Wealth Enhancement, tax and cash flow planning-- Wealth Transfer, transferring wealth effectively -- Wealth Protection, minimizing/mitigating investment risk and helping make sure assets are not unjustly taken -- Charitable Giving, making sure charitable contributions are magnified- Securities Arbitrager

Raymond F. Rivas's Current Company Details
Raymond Rivas Wealth Manager

Raymond Rivas Wealth Manager

Make Smart Decisions About Your Money! / Wealth Manager
Raymond F. Rivas Work Experience Details
  • Raymond Rivas Wealth Manager
    Wealth Manager
    Raymond Rivas Wealth Manager Jan 1990 - Present
    535 Middlefield Road #190, Menlo Park, Ca 94025
    Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.For links to FINRA and SIPC please refer to the website section above.For a list of States in which I am registered to do business, please visit http://www.lplraymondrivas.comThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • Lpl Financial
    Wealth Manager
    Lpl Financial 1990 - 2013

Raymond F. Rivas Skills

Securities Wealth Investments Wealth Management Investment Advisory Financial Services Finra Estate Planning Retirement Planning Asset Allocation Financial Advisory Iras Series 7 Highly Experienced Trained In Ny City High Energy Specializes In Advanced Planning Strategic Financial Planning

Raymond F. Rivas Education Details

Frequently Asked Questions about Raymond F. Rivas

What company does Raymond F. Rivas work for?

Raymond F. Rivas works for Raymond Rivas Wealth Manager

What is Raymond F. Rivas's role at the current company?

Raymond F. Rivas's current role is Make Smart Decisions About Your Money! / Wealth Manager.

What is Raymond F. Rivas's email address?

Raymond F. Rivas's email address is ri****@****msn.com

What is Raymond F. Rivas's direct phone number?

Raymond F. Rivas's direct phone number is +190994*****

What schools did Raymond F. Rivas attend?

Raymond F. Rivas attended Stanford University, Csu Sacramento.

What are some of Raymond F. Rivas's interests?

Raymond F. Rivas has interest in Gourmet Cooking, Fly Fishing, Opera.

What skills is Raymond F. Rivas known for?

Raymond F. Rivas has skills like Securities, Wealth, Investments, Wealth Management, Investment Advisory, Financial Services, Finra, Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Iras.

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