Rick Rivera is a partner at Safeguard Investment Advisory Group, LLC, with over 20 years of experience in the financial industry providing guidance to those planning for retirement. He is an Investment Advisor Representative holding a Series 65 license and life-only and accident and health licenses in California (#0B51891). This allows him to provide a wide variety of retirement and estate planning strategies.

Rick holds a bachelor’s degree with a concentration in marketing along with an MBA from the University of Phoenix. Rick also holds a certification from the College for Financial Planning, which consists of the following courses:

• Financial planning process and insurance
• Investment planning
• Retirement planning and employee benefits
• Estate planning

When Rick is not working, he enjoys scuba diving, fishing and most of all traveling in his airstream with his wife, Shawna.

Rick is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).

Safeguard Investment Advisory Group – Corona
4160 Temescal Canyon Road
Suite 307
Corona, CA 92883
(951) 667-4969