
Joseph Rivara
Joe Rivara is an experienced financial professional, having been in the industry for over 35 years. He works with small business owners, supporting them in the planning process to reach their financial goals. Joe makes sure to educate his clients, provide them with knowledge, and in turn, create effective wealth maximization and protection strategies for an optimal future outcome.
Education
- BS Accounting, Boston College
- CPA*
Licenses
- Life & Health
- Series 7, 65

Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More

Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Learn More