Matthew Rivera

Financial Advisor

Matthew Rivera is sitting for his Certified Financial Planner CFP® to provide Investment Management, Financial Advice in Scottsdale and Phoenix

Matthew has always had a passion for helping people. Growing up in rural West Texas, he learned that many people struggle with their finances and are living paycheck-to-paycheck. As a result, Matthew decided to pursue a career in Personal Financial Planning.

 

Originally from El Paso, Texas, Matthew currently lives in Scottsdale, Arizona.  He enjoys playing tennis, attending live sporting events, and playing with his mini dachshund, Morty. Matthew played 3 years of Division 1 tennis at LaSalle University in Philadelphia, PA where he competed in both singles and doubles. After taking the past few years off from playing tennis, he is falling back in love with the sport he grew up playing.

 

Matthew graduated from the prestigious Texas Tech University where he obtained his Masters in Personal Financial Planning and is currently a CFP© candidate. While at Texas Tech he was involved in the Personal Financial Planning Association and VITA – Volunteer Income Tax Preparation where he assisted with tax preparation for low income tax payers.

 

Matthew Rivera is a Support Advisor at Wealth Management Solutions. His primary responsibilities include research, data gathering, investment plan development, and the trading and rebalancing of client portfolios. Matthew is excited to continue helping clients reach their goals and pursue their dreams.

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CFP Phoenix and Scottsdale are Fiduciary Financial Advisors fee-only investment management and Financial Planning advice to retirees, divorcees