Richard riva

Founder & Partner
Certified Private Wealth Advisor

For more than three decades, Richard has specialized in helping families and their heirs manage the complex financial matters that impact their purpose in life.

A military veteran, Richard earned a bachelor’s degree in business management from the University of Phoenix and is a member in good standing with the Investments and Wealth Institute where he is as a Certified Private Wealth Advisor® and Certified Investment Management Consultant®.

When he’s not at work, Richard enjoys the outdoors and donates his time to local law enforcement and community services. He lives in Costa Mesa with his wife and children.

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

info@wms-llc.com

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.

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). 

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