J.Douglas Riva, CLU, CFP, ChFC

Senior Financial Advisor, Managing Director - Investments

Core Values

  • Our client’s interests, families and well-being will always come first.
  • To act with honesty and integrity at all times, in all places and in all situations, regardless of the outcome.To answer out clients questions even if it is not what they want to hear.
  • To maintain our commitment to excellence through determination, client focus, strong work ethic and a continuous dedication to education in our field.
  • To build relationships through mutual respect and by understanding the needs and concerns of our individual and business clients. We will not only listen to our clients, we will hear them.
  • To take pride and responsibility in all that we do.
  • To foster creativity and innovation.
  • We are an advisory practice, not a sales organization. Our clients come to us for advice - they will never be sold. We will offer full disclosure of fees and conflicts of interest. When we are not the best team to be in front of our clients, for whatever reason, we will help them find more appropriate team (i.e., Attorney, TPA, CPA, etc.).
  • To give back to our community and to those that are less fortunate.
  • To leave this world a better place than when we entered it.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, CT, DE, FL, LA, MA, MD, NC, NJ, NY, OK, PA, PR, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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