Cynthia Rivas
I believe great financial advice starts with understanding the person behind the portfolio. I take the time to learn what matters most to my clients their goals, priorities, families, and vision for the future. This way I can help them make informed financial decisions with confidence. My practice focuses on investment management, retirement planning, portfolio strategy, and helping individuals and families work toward their long-term financial goals. I hold the FINRA Series 7 and Series 66 registrations and have earned the Chartered Retirement Planning Counselor™, CRPC™ designation, reflecting my passion for retirement planning. Outside of work, I enjoy traveling, running, staying active, and spending time with family and friends. I believe financial planning is ultimately about more than numbers, it’s about creating a strategy that supports the life you want to live.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
