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Senior Financial Advisor101 CALIFORNIA STREET
Floor No. 25,
Claudia has been a part of the financial services industry since 2005 and joined Merrill Lynch in 2006.She focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement her ability to help clients pursue the financial lifestyle that is most meaningful to them.Claudia is a problem solver who works to simplify high-net-worth clients’ financial lives. She assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. She is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why she offers access to a Wealth Management Banker from Bank of America, N.A., who can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into overall investment strategies. She works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.
Claudia is also approved as a Portfolio Advisor, for specially qualified Merrill Lynch financial advisors who can use a wide range of proprietary model portfolio strategies to help clients meet their investment objectives. She is a graduate of Mills College where she received a B.A. in Economics, and a Masters in Business Administration. Claudia is actively involved in the community. Claudia is a native San Franciscan where she currently resides with her husband and sons.
Claudia Rivas is registered to do business in : CA, CO, DC, FL, HI, MD, NY, UT, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.