Gregg Rivas, AAMS®, CFS®, CWS®

VP - Financial Consultant

+1 866-393-6161

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Fund Specialist®
  • Certified Wealth Strategist®
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Executive Director, Retirement Product Management, USAA Financial Advice & Solutions Group, 2013-2022
  • Relationship Manager, USAA Investment Management Co., 2000-2012
  • Fixed Income Counselor, Fidelity Investments, 1998-2000

Education

  • BA, Health Care Administration, Texas State University

Personal interests and affiliations

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