505 Montgomery St. Fl 11
San Francisco, CA 94111
Background & Experience
Claudia Rivas works with high-net-worth individuals, families, and institutions, helping them advance their wealth management goals. She began her career as a financial advisor in 2005 at Morgan Stanley. She has almost 20 years of experience working at major financial institutions such as Bank of America/Merrill Lynch, Wells Fargo Advisors and JP Morgan Wealth Management, before joining Seacrest Wealth Management.
Claudia is very active in the community. She is a member of the Board of Directors at the Hispanic Heritage Foundation, a national nonprofit organization established by the White House. In addition, she also serves as board member at Smart, a San Francisco based organization which champions education equity by supporting kids on their journey to a college degree.
How I Can Help You
As a Senior Vice President, Wealth Manager, Claudia focuses on wealth management, tax minimization, and estate planning strategies for affluent clients. She also works with corporate officers, devising liquidity and diversification strategies for concentrated positions. In 2023, her team (at the time) was recognized by the national publication Forbes which named them “Best-in-State Wealth Management Teams.”
To get started, you can:
- Request a review of your current portfolio
- Set up a goal analysis
- Schedule a short introductory phone call or meeting to see if we're a good fit