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Peter Rivas, CFP®, AAMS®

Peter Rivas, CFP®, AAMS®

Wealth Manager

Peter is a native Californian, born and raised in Orange County. His career has been a consistent demonstration of service to others while utilizing his unique skill set to understand what really matters to people and help them achieve a life worth living.

Peter began his career in the United States Air Force, before moving on to working with the Department of Defense where he led Integrated Program Teams in the acquisition of complex multi-billion-dollar military weapon systems. After 9/11, he was deployed twice to Iraq as part of his work for the Department of Defense.  In recognition of his service and contributions overseas, Peter received the Global War on Terrorism service medal, one of his proudest achievements.  After nearly 15 years of service to the nation, Peter left the DoD choosing to pursue his childhood dream of personal finance and wealth management. His passion for working with people and finance has led him to devote his life to helping families create, protect and pass on wealth for future generations and worthy causes.

Peter is a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®).  He received his undergraduate degree in Business and Management from the University of Redlands. Peter holds the Series 7 and 66 securities registrations as well as a California Insurance license.

In his personal time, Peter enjoys playing golf and is heavily involved in local non-profit organizations serving the poor and needy in and around Orange County.

CA Insurance License # 0I24341