Michael Rivas (BS, CFP®, EA)
Michael Rivas focuses in the
following client markets or areas of practice:
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
We Provide Clarity for Life to Gen X families with a New Orleans Groove. Comprehensive fee-only wealth services catered to your needs.
Additional Information
My career-long history in financial services includes an 11-year stint owning my own company on the trading floors in Chicago. M.G. Rivas Financial Inc. represented international clients on the Chicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT). I was a top producer while earning a global reputation for high ethical standards. My international experience as Vice President of BNP Securities USA, a division of Banque Nationale de Paris included running the firm’s fixed-income, derivatives, and equities desks. Working on the trading floor for over 18 years taught me to thrive as an independent customer advocate. While others were reading about it, I lived it. My passion is assisting your family by providing clarity for life!
My wife, Sharon and I, live, work, and play in New Orleans and throughout the Sportsman’s Paradise.
Connect with me on LinkedIn and follow me on Twitter and Facebook.
NAPFA Start Date
June 29, 2010