Reaching Your Goals: Wealth Management Strategies for Women

The_Vault.jpeg

Join Latinas in Finance for our 4th Quarter event featuring Claudia Rivas, a Senior Financial Advisor at Merill Lynch. This interactive event will consist of a networking session, presentation, and Q&A focusing on the following items: understanding your investment personality; how to make investment decisions that will help you pursue and achieve your financial goals; taking care of others, and ways to help maximize protecting your finances. We hope to see you there! This event will be catered!

Keynote Speaker

Claudia Rivas 

 Claudia_Rivas.jpg

Claudia is a Senior Financial Advisor in the San Francisco, Merrill Lynch office. She has been in the financial services industry since 2005. She has been able to work on high profile stock options plans such as, Facebook and other San Francisco and Silicon Valley clients. Her niche is high net worth individuals and businesses who require sophisticated financial strategies, detailed attention and care. She grew up living in San Francisco, Mexico, and was born in El Salvador. Claudia is a graduate of Mills College, where she attained her B.A. in Economics and an M.B.A. She currently resides in San Francisco with her husband and two boys. In her spare time, she loves salsa dancing, running and reading self-improvement books.

 

WHEN
November 03, 2016 at 5pm - 8pm
WHERE
The Vault
415 Jackson St
San Francisco, CA 94111
United States
Google map and directions
CONTACT
Veronica Genao ·
60 RSVPS
Carlos Torres Jocelyn Morales Liliana Corzo Shelby Rhodes Hernan Vargas Evan Yang Sunny Narang Brittany Wyre Cesia Velazquez Berg Erika Topete Deysi Mendez Viridiana Cole Diana Pena alas David Venegas Hector Martinez Timmy Wong Vanessa Preciado Monica Serrano Carlos Marmolejo Gabriela Revelo Jordi Roque Valerie Wong Jenny Arias Gabriela Prosch Danelis Padron Dr. Lawrence Souza Martha Santos Trizzia Guevarra Mengzhen Sun Roberta Marcos Claudia Acha

Who's RSVPing

Carlos Torres
Jocelyn Morales
Liliana Corzo
Shelby Rhodes
Hernan Vargas
Evan Yang
Sunny Narang
Brittany Wyre
Cesia Velazquez Berg
Erika Topete
Deysi Mendez
Viridiana Cole
Diana Pena alas
David Venegas
Hector Martinez
Timmy Wong
Vanessa Preciado
Monica Serrano
Carlos Marmolejo
Gabriela Revelo
Jordi Roque
Valerie Wong
Jenny Arias
Gabriela Prosch
Danelis Padron
Dr. Lawrence Souza
Martha Santos
Trizzia Guevarra

Will you come?

Showing 33 reactions

Please check your e-mail for a link to activate your account.
  • Carlos Torres
    rsvped 2016-11-02 21:01:30 -0700
  • Jocelyn Morales
    rsvped 2016-11-02 20:48:38 -0700
  • Liliana Corzo
    rsvped 2016-11-02 18:41:05 -0700
  • Shelby Rhodes
    rsvped 2016-11-02 17:52:18 -0700
  • Hernan Vargas
    rsvped 2016-11-02 17:29:49 -0700
  • Evan Yang
    rsvped 2016-11-02 17:22:56 -0700
  • Sunny Narang
    rsvped 2016-11-02 17:04:36 -0700
  • Brittany Wyre
    rsvped +1 2016-11-02 15:12:27 -0700
  • Cesia Velazquez Berg
    rsvped 2016-11-02 08:44:56 -0700
  • Erika Topete
    rsvped 2016-11-01 11:09:43 -0700
  • Deysi Mendez
    rsvped 2016-11-01 10:04:24 -0700
  • Viridiana Cole
    rsvped 2016-10-31 17:10:34 -0700
  • Diana Pena alas
    rsvped +1 2016-10-31 12:41:07 -0700
  • David Venegas
    rsvped 2016-10-31 12:30:35 -0700
  • Hector Martinez
    rsvped +1 2016-10-31 12:08:18 -0700
  • Timmy Wong
    rsvped 2016-10-31 10:31:25 -0700
  • Vanessa Preciado
    rsvped 2016-10-31 06:45:30 -0700
  • Monica Serrano
    rsvped +1 2016-10-30 17:47:56 -0700
  • Carlos Marmolejo
    rsvped 2016-10-29 23:34:57 -0700
  • Gabriela Revelo
    rsvped 2016-10-27 11:09:54 -0700
  • @LatinosInFin tweeted this page. 2016-10-26 18:17:33 -0700
  • @LatinosInFin tweeted this page. 2016-10-26 18:17:04 -0700
    Please RSVP: Reaching Your Goals: Wealth Management Strategies for Women http://latinosinfinance.nationbuilder.com/wealth_management_strategies_for_women?recruiter_id=758
  • Jordi Roque
    rsvped 2016-10-26 16:51:10 -0700
  • Valerie Wong
    rsvped 2016-10-26 16:45:19 -0700
  • Jenny Arias
    rsvped 2016-10-25 17:11:33 -0700
  • Gabriela Prosch
    rsvped 2016-10-25 09:28:02 -0700
  • Danelis Padron
    rsvped 2016-10-24 21:50:25 -0700
  • Dr. Lawrence Souza
    rsvped 2016-10-24 14:34:55 -0700
  • Martha Santos
    rsvped +1 2016-10-24 13:44:07 -0700
  • Trizzia Guevarra
    rsvped +1 2016-10-24 13:21:26 -0700

Donate Volunteer Find an Event

connect