Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Listed In: Financial Planning Consultants, Investment Services Firms
My passion for financial planning is deeply rooted in my father’s journey to financial literacy. He immigrated from Mexico at a very early age and worked hard to learn about personal finance and investing. Today, I carry that legacy forward by helping client’s piece together the puzzle of their… My passion for financial planning is deeply rooted in my father’s journey to financial literacy. He immigrated from Mexico at a very early age and worked hard to learn about personal finance and investing. Today, I carry that legacy forward by helping client’s piece together the puzzle of their financial lives—strategically planning for their goals, building generational wealth, and making confident decisions with clarity. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more
By Michael Mendoza on June 10, 2026 Verified by Google
My wife and I are recent retirees and we are very happy with retirement planning services by Eric Rivera through Edelman Financial Engines. Eric is very transparent and communicative with developing our retirement goals, both short and long term. Eric is very resourceful in providing contacts for Medicare consultations and living trust. We looked at other financial advisers. However, we are very pleased that we made our final choice to go with Eric Rivera.
By John on June 4, 2026 Verified by Google
So far, I'm very pleased with Erick's advice and support with my Account. I'm confident and trust in the strategic plans for future investments. always responds in a timely manner if I have questions or need proactive advice
By christine schenk on June 2, 2026 Verified by Google
By Bobby David on May 28, 2026 Verified by Google
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