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Senior Financial Advisor101 CALIFORNIA STREET
Floor No. 25,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Claudia RivasSenior Financial AdvisorPortfolio AdvisorClaudia has been in the financial services industry since 2005 and joined Merrill Lynch in 2006. Her focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.Claudia works closely with clients to identify their life priorities and commits herself to developing strategies customized to fit their personal circumstances and own unique feeling and attitudes. She is focused on delivering a wealth management strategy, while also understanding the human side. Her relationships are collaborations—with full transparency, high standards, a sense of purpose and simple conversations. By applying the investment insights of Merrill Lynch and offering access to Bank of America's products and services, she can help unlock opportunities tailored to their personal goals—providing an exceptional level of client care and service.Claudia is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers' strategies, funds or portfolios.Claudia graduated from Mills College, with a B.S. degree in Economics, and a Masters in Business Administration. In her spare time she enjoys running and traveling. Claudia is a native San Franciscan where she currently resides with her husband and sons.Claudia works to provide an exceptional level of client care and service, and she invites you to contact her to see how her knowledge and service can help meet your financial needs.
Claudia Rivas is registered to do business in : CA, DC, FL, HI, UT
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