Financial Advisor, Merrill Lynch

Claudia Rivas

Senior Financial Advisor


101 CALIFORNIA STREET
Floor 25

SAN FRANCISCO, CA 94111

Phone: (415) 274-6049
Email:

Directions to Branch

PROFESSIONAL PROFILE

Claudia Rivas is a Financial Advisor in the Oakland Merrill Lynch office. As a Financial Advisor, Claudia focuses on total wealth management and provides solutions for multidimensional personal and business finances. Claudia has a defined process by which she works with each client. She insists on understanding the specific situations of the people she works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives.



With Claudia, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Claudia meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.

Claudia Rivas is a Chartered Retirement Plans Specialists CRPS® and has been in the financial services industry since 2005. She is a graduate of Mills College where she received a B.A. in Economics, and a Masters in Business Administration with an emphasis in Finance. Claudia is actively involved in the community. Claudia is a native San Franciscan where she currently resides with her husband and son.

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Claudia Rivas is registered to do business in:CA, CO, DC, FL, HI, MD, NY, TN, TX, UT, WA

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