Reaching Your Goals: Wealth Management Strategies for Women
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!
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.
November 03, 2016 at 5pm - 8pm
Cesia Velazquez Berg
Diana Pena alas
Dr. Lawrence Souza