Jose Felix Rivas is a Financial Consultant with Equitable Advisors’ South Florida Branch, and brings to the organization over 32 years of multicultural and multi-national business experience, providing clients with well-rounded advice and guidance. In March of 2014 was promoted to Divisional Vice President of the Continental Division.
Prior to joining Equitable, Jose was a seasoned business owner with over 28 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 Equitable 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. He was also invited to participate on the Harvard Institute held at Harvard University.
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 and as a Director of the Board, the St. Hugh Church Parish Council, and the National Multiple Sclerosis Society’s fundraising committee, serving as Chair for the MS Walk Coral Gables.