Derrick Rivera, CFP, CPWA

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/05/2026

https://cnb.cx/4zetIpY

The Dow had its best day in nearly two months and the S&P 500 rose to new highs.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/02/2026

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.