Jesse Rivas

About Jesse Rivas

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Experience

1. Financial Planner

   Prudential Financial

   Jan 2019 — Present · Bethesda, MD, US

   Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

Education

• Howard University

  Bachelor of Business Administration (B.B.A.), Accounting

  2005 — 2008

Skills

• • Proficient in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook), Eflow
• Microsoft Excel
• • Adept at Managing and Maintaining Complex Accounting and Financial Data System
• • Proven Experience Across Generally Accepted Accounting Procedures, Processes,
• Microsoft Office
• Training
• Management
• • Strong Interpersonal Communicator Focused on Customer Service; Bilingual in Sp