Ivan Rizo Viveros

Managing Director

I was born and raised in Mexico and came to the U.S. in 2000. With 8 years of experience in the financial services industry, I have spent time working directly with clients to address their financial needs, as well as recruiting and developing a dynamic team of financial professionals. Throughout this time, I have received recognition in many forms for my work. 

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to help ensure you are on track to achieving your goals.

Outside of work, I recognize the importance of selfcare. I enjoy cycling, running, and camping with my wife and three sons. In all areas of my life, I am propelled forward by strong perseverance and a desire for personal growth