J.Douglas Riva, CLU, CFP, ChFC

Senior Financial Advisor, Managing Director - Investments

Professional Experience

J. Douglas Riva, CFP®, ChFC®, CLU®

Senior Financial Advisor

Managing Director - Investments

Professional Experience

·         Would you like to simplify your financial life?

          We work with you to create a wealth management plan that is designed to work for you.

 

·         Would you like more time to pursue your passions?

          We spend the time to find out what matters most to you.

 

·         Would you like more clarity on your progress toward your financial goals?

          We personalize your service schedule to include calls, updates, and reviews on your progress.

 

·         Would you like to increase your charitable giving?          

          We help you plan to leave your mark on the world.

 

Doug Riva Helps Simplify Your Financial Life

 

Doug Riva, Senior Financial Advisor, CFP®, ChFC®, CLU® and Wells Fargo Advisors have the experience and resources to simplify your financial life.

 

Doug utilizes an 8- step process that is designed to help you determine, prioritize, and achieve your financial goals.

He then develops a personalized wealth management plan that is meant to be a foundation for your continued success. Doug strives to create a professional, comfortable and accessible relationship that focuses on you.

 

Doug entered the financial services profession after graduation from Penn State in 1985 with a Bachelor of Science in Finance and a minor in Economics. He later received his Master of Science in Financial Services from the American College. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional, a designation given by the Certified Financial Planner Board of Standards, Inc., and a Chartered Life Underwriter, and a Chartered Financial Consultant®.  Doug is also a former President of Bucks County Estate Planning Council.

 

Doug and his wife, Nancy, have four children and are active in charities and local Doylestown organizations.

 

Client Commitment

Our most deeply held principle at Wells Fargo Advisors is that clients come first.  I am proud to be part of that tradition. My goal is to help you meet your financial objectives and build your wealth; I first listen to your personal goals and then offer comprehensive strategies designed to achieve them.  At Wells Fargo Advisors, I have resources that include planning expertise, investment strategies and state-of-the art technology designed for any financial picture.  Let me put them to work for you.

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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