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Peter Rivas, CFP®, AAMS®

Peter Rivas, CFP®, AAMS®

Wealth Manager and Certified Financial Plannerâ„¢

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 they're proud of.

Peter began his career in the United States Air Force before moving on to work for the Department of Defense. There he led 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 DoD. In recognition of his service,Peter received the Global War on Terrorism service medal, one of his proudest achievements.  

After 15 years of service, 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.