Dick Rivera & Associates
Dick Rivera Associates is a financial advisory firm located in Gulf Breeze, Florida, primarily serving high-net-worth clients with a range of services, including financial planning and portfolio management. The firm manages assets totaling approximately $144.2 million and operates with a small team, providing personalized financial guidance tailored to individual and small business needs.
Richard Rivera, a seasoned financial advisor with certifications including Series 63 and Series 65, is associated with Dick Rivera Associates and has a rich history in the financial industry, previously working with Calton Associates Inc. The firm utilizes a matching tool to connect clients with advisors best suited to their financial goals and preferences.
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