AXA Advisors

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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

More Newsletters →