Reaching Your Goals: Wealth Management Strategies for Women

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Join Latinas in Finance (all are welcome!) for our catered 4th Quarter event featuring Claudia Rivas, a Senior Financial Advisor at Merill Lynch! This interactive event will consist of a networking session, presentation, and Q&A focusing on the following items:

  • Understanding your investment personality
  • How to make investment decisions that will help you pursue and achieve your financial goals
  • Taking care of others
  • Ways to help maximize protecting your finances. 

We look forward to seeing you NEXT Thursday, November 3rd, @ 5pm!


Keynote Speaker

Claudia Rivas

Claudia is a Senior Financial Advisor in the San Francisco, Merrill Lynch office. She has been in the financial services industry since 2005. She has been able to work on high profile stock options plans such as, Facebook and other San Francisco and Silicon Valley clients. Her niche is high net worth individuals and businesses who require sophisticated financial strategies, detailed attention and care. She grew up living in San Francisco, Mexico, and was born in El Salvador. Claudia is a graduate of Mills College, where she attained her B.A. in Economics and an M.B.A. She currently resides in San Francisco with her husband and two boys. In her spare time, she loves salsa dancing, running and reading self-improvement books.


WHEN

Thursday, November 3rd

5pm - 8pm

WHERE

The Vault

415 Jackson St

San Francisco, CA 94111

(Google map and directions)

RSVP

CLICK HERE to RSVP!