EVENTS
April is financial literacy month be on the lookout for events soon.
Webinar: OUR CURRENT MARKET OUTLOOK
THURSDAY, JULY 8, 2021, 12:00 P.M. – 12:30 P.M. (PACIFIC DAYLIGHT TIME, PDT)
VIRTUAL “MASTER COMMUNICATOR” PROGRAM
Invite Only Event
Over a three-day period, we invite you to spend three hours each day with us on Zoom where you’ll learn communication skills that will take you to the top of your game whether communicating by phone or videoconferencing.
LAUNCH OF WORLD’S LARGEST COI NETWORK
December 8, 2020 – 9:30AM PST
The Kelley Group, a leader in the area of communication skills and business development, is building the largest COI network in the world — The Professional Alliance Association for Centers of Influence (PAA COI). Register to attend the December 8th kick-off of the PAA’s first annual COI membership campaign and telethon.
POST ELECTION DE-BRIEF WITH TUCKER GRACE
December 2nd, 2020 – 5PM PST
Join us for this post-election webinar presentation. How can policy affect your portfolio? Does the election outcome affect the markets?
THRIVING IN A BRAVE NEW WORLD
November 18-19, 2020
As leaders, we must shift our mindset from surviving to Thriving in this Brave New World. Join us as we engage with 4 of the world’s most sought after thought leaders, to stretch our thinking and plan for what lies ahead.
Recent Social Media Posts
Did You Know We’re Sponsors of the Dave Ramsey Education Program?
By Richard Riva and Martin Lombrano It’s no secret that there’s a lack of financial education in our school system. Many children grow up never learning how to properly manage their money, avoid...
Please Join Us At Our Next Webinar To Hear Our Current Market Outlook!
By Richard Riva We are midway through 2021 and the economy is still experiencing shock waves as we slowly but surely recover from the impacts of the COVID-19 pandemic. We know that even as we enter...
Say Goodbye To Our Team Member, Marissa
By Richard Riva and Martin Lombrano Although we are very sad to have to say goodbye to Marissa, our client services associate, we want to express our deep gratitude for her years of dedication and...
ReimaginINg How Financial Advice and Services
are Designed and Delivered
Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466
Check the background of your financial professional on FINRA's BrokerCheck.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
THE FINANCIAL CONSULTANTS AT WEALTH MANAGEMENT SOLUTIONS ARE ALSO REGISTERED WITH AND SECURITIES
OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. FOR HYPERLINKS TO FINRA AND SIPC SEE AT THE BOTTOM OF THIS PAGE. INVESTMENT ADVICE AND FINANCIAL PLANNING OFFERED THROUGH WEALTH MANAGEMENT SOLUTIONS, A REGISTERED INVESTMENT
ADVISOR. WEALTH MANAGEMENT SOLUTIONS AND LPL FINANCIAL ARE SEPARATE ENTITIES.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), New Jersey (NJ), Nevada (NV), New York (NY), AND TEXAS (TX).