Matthew Rivera, our dedicated Wealth Advisor, is on a lifelong journey of learning and growth. With unwavering dedication to his clients and the Vance Wealth team, he constantly seeks innovative ways to help everyone achieve more.
Born and raised in Burbank, Matthew stayed local while growing up, before going on to earn his associate’s degree in business administration from San Diego Mesa College and his bachelor’s degree in finance from California State University, Fullerton.
After completing his Series 7 and 66 licenses, Matthew accepted a position as a financial representative at Fidelity Investments, where he spent five years learning and growing in his roles and responsibilities.
Following his experience with Fidelity, Matthew’s role as a Wealth Advisor for Vance Wealth seemed like the natural next step. He currently combines his experience in retirement planning with his education in business administration to serve business owners, as well as anyone focused on planning a happy and fulfilling retirement.
“I’m really enjoying working more closely with both retirees and business owners,” Matthew shared. “It’s been really exciting to see what we can accomplish together.”
He most enjoys working within the firm’s collaborative, team-based environment because it allows him to learn and grow from other advisors every single day. Never content with staying stagnant, Matthew continuously strives to improve his skills and is currently working toward becoming a CERTIFIED FINANCIAL PLANNER™.
“I’ve never really been content to settle when it comes to my skill level,” Matthew explained. “I’ve always wanted to keep on getting better, to continue to grow more knowledgeable for my clients. That’s why the core value, ‘commitment to continuous growth’ really resonated with me.”
When Matthew isn’t working toward his professional goals, he can be found spending time with his girlfriend and her daughter. As local foodies, they love trying new places and dishes, just as much as they like returning to their favorite restaurants whenever possible. During his downtime, he enjoys watching all types of sports or planning their next weekend getaway.
To get in touch with Matthew Rivera, Wealth Advisor visit our website by clicking here.
Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.