Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
14yrs
Peter Rivas has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Newport Beach, California. Peter has been with Osaic Wealth since 2023; before that, Peter spent six years at FSC Securities and five years at Edward Jones. Peter holds the CFP® designation.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office17 Corporate Plaza Drive Suite 210, Newport Beach, CA 92660
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2023FSC Securities CorporationPreviously
- 2013 – 2017Edward JonesPreviously
Contact Peter
17 Corporate Plaza Drive Suite 210Newport Beach, CA 92660Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Osaic Wealth at (800) 821-5100 and ask for Peter Rivas. Peter works from the Newport Beach, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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