Broker Check



Joseph Rivara

Joseph Rivara

Financial Advisor

jrivara@cfsllc.com

Mobile: 201.914.9566

Office: 201.843.7700 x 237


   

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



Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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*Not practicing CPA for Guardian or its subsidiaries or affiliates. Registered Representative & Investment Advisor of Park Avenue Securities