Heather Rivas
About Heather Rivas
Heather Rivas Wealth Advisor
Heather Rivas is a wealth advisor with both CPA and CFP certifications. Her role involves providing clients with guidance on financial planning, investment strategies, and asset management. As a wealth advisor, Heather works closely with individuals and families to help them meet their financial goals and manage their wealth effectively.
Heather Rivas CPA Certification
Heather Rivas holds the Certified Public Accountant (CPA) certification. This designation indicates that she has met the education and experience requirements necessary to provide accounting services to clients. As a CPA, Heather is qualified to offer expert advice on tax planning, financial reporting, and regulatory compliance.
Heather Rivas CFP Certification
Heather Rivas is also a Certified Financial Planner (CFP), a distinction that denotes her expertise in comprehensive financial planning. The CFP certification requires rigorous training in subjects such as investment planning, retirement planning, and estate planning. This qualification enables Heather to devise well-rounded financial strategies that address various aspects of her clients' financial lives.