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
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
