Jose Felix Rivas is a Financial Consultant with Equitable Advisors South Florida Branch,and bring to the organization over 30 years of multicultural and multi-national business experience, providing clients with well-rounded counsel and guidance. In March 2014 he was promoted to Vice President of the South Florida Branch.
Prior to join Equitable Advisors LLC, Jose was a seasoned business owner with over 30 years of experience. Mr. Rivas now uses his diverse background to assist successful individuals and business develop and implement financial strategies.
Through a relationship-based, value-added consultative planning process, Jose addresses his clients’ needs in the area 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 he is licensed to offer life and health insurance, and annuities. Mr. Rivas has also been awarded the title of Retirement Planning Specialist by Equitable Advisors LLC, after receiving a Certificate in Retirement Planning from the Wharton School of Business at University of Pennsylvania. He also obtained the RICP and WMCP designation from the American College of Financial Services. He was part of a select group of
associates attending this elite training program. He was also invited to participate in the Harvard Institute held at Harvard University.
associates attending this elite training program. He was also invited to participate in the Harvard Institute held at Harvard University.
Mr. Rivas is an active member in his community, volunteering his time to several organizations. He is Director of PhilanthroGuia Foundation and is a member of St. Agnes Catholic Emmaus.
