J.Douglas Riva, CLU, CFP, ChFC

Senior Financial Advisor, Managing Director - Investments

MISSION STATEMENT

We Strive to Simplify Your Financial Life

                                                                          

To be the place our clients come to for 100% of their financial questions and concerns. To give our clients confidence that the advice they receive will be accurate, objective, innovative and personalized. That this confidence may enable our clients to fearlessly go forth and enjoy their lives and families.

We aim to accomplish these goals through our customized eight step financial process that starts with getting to know our clients, their goals, concerns, fears, profession and families. This information, which is completely confidential, will be incorporated into an investment planning strategy. We use these plans when working with financial teams to develop a customized, effective and tax efficient strategy for accomplishing our client’s goals.

We strive to help our clients put their children/grandchildren through college, care for a surviving spouse, help provide the foundation for a worry free retirement, retain key employees, transfer their wealth via tax efficient trust and family foundations, etc.


Wells Fargo Advisors is not a legal or tax advisor


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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.