Kevin Rivas
Client Service Associate
Kevin Rivas is a junior at California State University, Fullerton, pursuing a bachelor’s degree in Business Administration with a concentration in Finance. He is currently preparing for the Securities Industry Essentials (SIE) exam and working toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. His goal is to help individuals and families make informed, confident decisions about their financial futures.
Raised in the Bay Area, Kevin also spent two years living in El Salvador with family, an experience that deepened his appreciation for family, culture, and community.
Outside of work and school, Kevin enjoys playing guitar, discovering new music, and staying active through weightlifting, hiking, football, and basketball.
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