David Rivkin, Cfp®
About David Rivkin, Cfp®
David Rivkin, CFP®, is a Private Wealth Manager at Creative Planning LLC, with a background in wealth management that includes positions at Morgan Stanley and Goldman Sachs. He holds a Bachelor of Science in Psychology and Economics from James Madison University and an MBA from Loyola University Maryland.
Work at Creative Planning
David Rivkin currently serves as a Private Wealth Manager at Creative Planning LLC. He has held this position for 10 months, starting in 2023. His role involves managing client portfolios and providing tailored financial strategies to meet individual client needs. The position is hybrid, allowing him to balance in-office and remote work while serving clients in Greenwood Village, Colorado.
Previous Experience in Wealth Management
Prior to joining Creative Planning, David Rivkin accumulated significant experience in wealth management. He worked at Goldman Sachs as a Wealth Manager Associate from 2021 to 2023. Before that, he was a Wealth Advisor Associate at Morgan Stanley from 2019 to 2021. His career began at Morgan Stanley as a Registered Client Associate from 2016 to 2019 in Baltimore, Maryland, where he developed foundational skills in client relations and financial services.
Educational Background
David Rivkin holds a Bachelor of Science (BS) degree in Psychology and Economics from James Madison University, where he studied from 2010 to 2014. He furthered his education by obtaining a Master of Business Administration (MBA) from Loyola University Maryland, completing the program in 2015. His academic background provides him with a strong foundation in both behavioral and financial aspects of client management.
Early Career and Other Roles
Before his wealth management career, David Rivkin worked in various financial roles. He was a Mortgage Loan Officer at Howard Bank for three months in 2015. He also served as a Financial Solutions Advisor at Merrill Edge from 2015 to 2016. These positions contributed to his understanding of financial products and client service.
Personal Interests
Outside of his professional life, David Rivkin enjoys a variety of activities. He has a passion for watching live music, skiing in the mountains, attending sporting events, and traveling both domestically and internationally. He resides in Aurora, Colorado, with his golden retriever, Cal Rivkin Jr.