Amado Rivera, Financial Advisor

Amado Rivera, Financial Advisor A Certified Financial Planner helping individuals and families with their financial lives

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.Cinco de Mayo remind...
05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? ...
04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

Earth Day reminds us that we're all in this together. Whether it's supporting sustainable practices, making thoughtful c...
04/22/2026

Earth Day reminds us that we're all in this together.

Whether it's supporting sustainable practices, making thoughtful choices or simply spending time in nature, every action counts.

Here's to protecting what matters and building a healthier planet for everyone.

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan ea...
04/09/2026

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan each year so your financial strategy remains aligned with your long-term vision.

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and ...
04/08/2026

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4sYnlTY

Welcome spring! May this new season produce fresh perspectives and positive momentum.
03/20/2026

Welcome spring! May this new season produce fresh perspectives and positive momentum.

Did you know spring is a great time to clean house financially? Check in on your goals and think about any changes you w...
03/18/2026

Did you know spring is a great time to clean house financially? Check in on your goals and think about any changes you want to discuss. Then schedule a meeting with me to go in-depth.

Wishing you a joyful St. Patrick’s Day. May the day be filled with connection, celebration and a bit of good luck.
03/17/2026

Wishing you a joyful St. Patrick’s Day. May the day be filled with connection, celebration and a bit of good luck.

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and f...
03/11/2026

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and for 2026 you can contribute $8,600. Contact me today.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4sCRKXt

Address

521 Charcot Avenue
San Jose, CA
95131

Telephone

+14082345039

Website

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