Marco Rivera is a dedicated Financial Advisor with over 25 years of experience, currently a managing partner at Apex Private Wealth Advisors. He holds a degree in Economics from Sonoma State University and began his career at a small savings and loan institution before moving on to some of the biggest financial institutions. Twelve years ago, Marco made the significant decision to become an independent advisor, allowing him to provide more personalized and effective service to his clients.
Born in San Francisco and raised in Santa Rosa, CA, where he still resides, Marco is married to Tina and is a proud father to two college-aged sons, Antonio and Matteo. The family also includes Chewy, their beloved Golden Doodle. Outside of work, Marco enjoys baseball, watching movies, and gardening, embracing the lifestyle and beauty of his hometown.
Marco specializes in pre-retirement planning and retirement cash flow management. His career is marked by a significant milestone in becoming a partner at Apex Private Wealth Advisors, a testament to the trust and rapport he has built with his clients over the years. He holds an APMA certification, and will completing a Masters degree in financial planning in March 2026, further solidifying his expertise in the field.
Driven by a passion for finance and a desire to help others achieve their financial goals, Marco thrives on the complexities of financial markets and the satisfaction of making a positive impact on his clients' lives. He values the personal connections he forms with his clients, often extending beyond financial discussions to understand their life stories, values, and aspirations.
Marco's approach to financial advising is client-centered, focusing on understanding each client's unique goals and needs. He emphasizes the importance of education and empowerment, ensuring his clients are well-informed and confident in their financial decisions. His philosophy also stresses the importance of ethical responsibility, maintaining integrity and honesty in all dealings.