Advisor profile


My approach

Marco Rivera - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Marco Rivera - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Sonoma State University - Bachelor's in Economics

Interests

Avid reader of financial topics

Love playing and coaching baseball with my two boys

Going to SF Giants baseball games with family

Working on Puzzles

Community participation

Volunteer at Windsor Unified School District

PTA Member of Windsor Unified School District

Windsor Little League Coach

Previous experience

  • Financial Advisor, BrokersXpress LLC, 2010-2012, Santa Rosa CA, 2 years
  • Financial Advisor, Wells Fargo Investments LLC, 2009-2010, Santa Rosa CA, 1 year
  • Financial Advisor, Banc Of America Investment Services Inc, 2004-2009, Santa Rosa CA, 5 years