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
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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