Christopher B. Tavares

Christopher B. Tavares

Financial Planner

Phone: 951-823-0454
Fax: 951-823-0227
E-mail:
 

Christopher B Tavares is President and co-founder of RivCo Wealth Management. In 2014, Mr. Tavares and his business partners saw the need for a community based financial planning firm and decided to seize their opportunity. For the previous 10 years, Mr. Tavares worked for small community based credit unions He brings a wealth of experience and knowledge to his role as a Financial Planner. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.

The goal of a comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. Tavares specializes in creating and implementing individual financial plans for his clients. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and estate planning.

Helping people, whether it’s planning for retirement or college expenses, is truly Mr. Tavares’ passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Mr. Tavares currently holds Series 7 and 66 securities registrations with Securities America, Inc. and Securities America Advisors, Inc. and has initiated coursework to obtain his CERTIFIED FINANCIAL PLANNER™ CFP® certification. In addition, he is licensed with the state of California to offer both life & health insurance CA #0E43088. In 2004, he completed his Bachelor of Arts in Economics from California State University San Bernardino. Christopher currently resides in Riverside with his wife Danielle and their three children Cierra, Cayden and Carley.