Broker Check

About Kinsman Wealth

Building Legacies & Protecting Families

At Kinsman Wealth, we’re dedicated to helping you grow your wealth in ways that benefit you and your loved ones today, tomorrow, and the ever-changing world at large. We’re dedicated to helping you reach your present personal financial goals while making room for future ones.  Our clients are an extension of our family! Serving in the capacity of Fiduciaries has us placing what's best for you above all else. Kinsman is a client first servant lead organization.

How We Work For You

Our Core Values

Integrity

Integrity

At Kinsman Wealth, we prioritize ethical conduct and nurturing long lasting relationships with our clients. Upholding principles, taking responsibility for decisions, and operating with respect define our commitment to integrity.

Independence

Independence

As a foundational principal, our independence enables us to make informed and autonomous decisions. We embrace the flexibility to innovate, ensuring tailored solutions while maintaining our fiduciary responsibilties. This drives our professional growth, while defining our identity and propelling our clients towards enduring success.

Service Before Self

Service Before Self

  We see our clients first and prioritize their well being and interests above all else. Guided by this, we are driven to provide exemplary service and unwavering support. Behind every number, every goal, and every dream is a human being, and we are committed to seeing our clients as humans with unique stories to tell before we look at their financials.

Life Long Learners

Life Long Learners

Education is a reflection of our commitment to continuous learning in the ever-changing financial landscape. We enhance our expertise by embracing our drive to learn, ensuring informed decisions in complex markets and regulations. This empowers our team and clients, driving financial success through shared knowledge and ongoing learning.

Peter Rivas, CFP®, AAMS®

Wealth Manager and Certified Financial Planner™

949.396.0316

peter@kinsmanwealth.com

Peter is an Orange County Native whose career has been marked by a fervent dedication to the service of others. He uses his unique skill set to understand the heart of what matters most to his clients and help them achieve a life...

Read more

Ashley Berecz

Client Services Associate & Assistant to Peter M. Rivas, CFP®

949.396.0316

ashley@kinsmanwealth.com

Ashley is an energetic and client-driven professional with a wide range of experience in public relations, social media, and marketing. Recognized as a dedicated performer able to manage multiple responsibilities, meet and exceed goals...

Read more

Who Benefits from Our Services?

Families

Families

Nothing is more important than family, and the ability to provide for their future is a blessing. So whether you’re looking at estate planning, retirement planning, or education planning, we can help you protect the ones you love most.

Get Started
Business Owners

Business Owners

For many business owners, the stress of finances can be detrimental, impacting your professional and personal well-being. But it doesn’t have to be this way. We’re here to assist you in organizing your business finances and setting them on a steady path toward growth.

Get Started
Executives

Executives

Protecting your employees and yourself isn’t just smart; it’s a great business plan! We’re here to help you invest in your business, yourself, and your employees to help everyone grow.

Get Started
Young Professionals

Young Professionals

It’s never too early to plan for your future. In fact, the earlier you begin planning your career, the more wealth you can build. Take advantage of this time in your life by getting ahead now to secure your future.

Get Started

Get Started on the Future Today!


How We Work for You