Retirement Planning Specialist

Jose Rivas is a Financial Consultant with AXA Advisors' South Florida Branch, and brings to the organization over 20 years of multi-cultural and multi-national business experience, providing clients with well-rounded advice and guidance.

Prior to joining AXA, Jose was a seasoned business owner with over 20 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 protect, distribute, and transfer wealth.

Jose holds the Series 6, 7 and 66 registrations with the NASD, and is licensed to offer life and health insurance, and annuities in the states of Florida, New York, and South Carolina. 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 of Business 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.

Jose resides in Coral Gables, Florida with his wife and their two children.