OUR TEAM
experts in helping you manage your wealth with purpose
Richard riva
MARTIN LOMBRANO
“My family’s legacy vanished when my father passed away prematurely without having planned properly.
We lost my grandfather’s estate and all my childhood mementos when the property was abruptly sold – We do not want our clients to experience the loss of legacy due to a lack of planning.”
– Richard Riva, Founder
“Having experienced my father’s premature and untimely death over 25 years ago, I found out firsthand how difficult making sound financial decisions can be while processing the grief of a loved one’s death. This difficult period cemented my belief in proper planning and simplifying one’s financial life. By completing these two steps, life’s inevitable key questions – What now? Will we be okay? What’s missing? – can be answered in a timely manner with confidence.“
– Martin Lombrano, Partner
MELISSA BERGERON
Client Service Manager
Melissa brings with her a breadth of knowledge in business development
and over 20 years in the financial services industry.
With her extensive industry knowledge, background, and education, we
are excited to have Melissa head up our operations division and support
our client service needs. She is a passionate people person who possesses
an innate ability to understand clients’ financial needs, and we think that
she is the perfect fit to interface with our clientele and help usher Wealth
Management Solutions into a new era of growth.
Multi-custodian capabilities further reducing the industry conflicts of interest of traditional investment representative firms by offering access and services from various well-capitalized industry-leading providers.
LPL and the listed companies above are separate entities.
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
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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.
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