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
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
