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One-on-one investment advice and guidance
Andrea Rivera
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Financial Solutions Advisor
661.367.3144
19120 Soledad Canyon Rd Canyon Country, CA 91351 Office: 661.367.3144 Fax: 866.449.0942
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Learn more about this advisor's background on FINRA's BrokerCheck.
My name is Andrea Rivera, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you plan and invest for what matters most to you. Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, I can help. We'll work one-on-one to design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you stay on track. I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals. Whatever your investment needs, I'm available to help you either in person at Bank of America®, 19120 Soledad Canyon Rd Canyon Country, CA 91351, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.
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FAQs
An action plan to pursue your goals After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.* Learn more »
Life stage planning No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help. Learn more »
Your life priorities Answer a few simple questions, and you'll get a personalized collection of resources, tools and strategies to help you invest for what matters most to you. Learn more »
Investor education Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions. Learn more »
* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.
It starts with a conversation — let's discuss your investment needs
661.367.3144 Schedule an appointment
Andrea Rivera is registered to do business in: AZ, CA, FL, HI, NV, OR, TX Supervisory Office: 23929 Valencia Blvd Valencia, CA 91355 661.678.4472
Andrea Rivera › Overview
If you'd like to speak with someone about Merrill Edge, you can also call 888.ML.INVEST (888.654.6837), Monday through Friday, 8 a.m. to 10 p.m. Eastern. Privacy & Security | Site Map | Software Requirements | Routing & Executions Documents & Forms | Legal Information | Business Continuity | Bank of America Newsroom Investing involves risk. There is always the potential of losing money when you invest in securities. Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center™ (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:
Are Not Deposits
Are Not Bank Guaranteed
May Lose Value
Are Not FDIC Insured
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity
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