Retirement Planning Specialist

Jose Felix Rivas is a Financial Consultant with AXA Advisors' South Florida

Branch, and brings to the organization over 25 years of multi-cultural

and multi-national business experience, providing clients with wellrounded

advice and guidance.

Prior to joining AXA, Jose was a seasoned business owner with over 25

years of experience. Mr. Rivas now uses his diverse background to assist

successful individuals and businesses develop and implement financial

strategies. Through a relationship-based, value-added consultative planning

process, Jose addresses his clients' needs in the areas of personal

risk management, estate and business planning strategies, executive

and employee benefits, and life stages planning tailored to help protect,

distribute, and transfer wealth.

Jose holds FINRA Series 6, 7, 66 and 24 registrations, and is licensed to

offer life and health insurance, and annuities in the states of Florida, New

York, and Georgia. Mr. Rivas has also been awarded the title of Retirement

Planning Specialist by AXA Advisors, after receiving a Certificate

in Retirement Planning from the Wharton School at the University of

Pennsylvania. He was part of a select group of associates attending this

elite training program.

Mr. Rivas is an active member in his community, volunteering his time to

several organizations, like the Coral Gables Chamber of Commerce, where

he served as chair of the membership committee, the St. Hugh Church

Parish Council, and the National Multiple Sclerosis Society’s fundraising

committee, serving as Chair for the MS Walk Coral Gables.