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Amanda De La Riva

Amanda De La Riva

Administrative Assistant

Amanda Christine De La Riva has over ten years of experience in the financial services industry.   This includes over a decade of working with investment advisors, broker dealers, and several investment providers. 

Amanda’s experience includes 5 years as a Registered Representative, 10 years as a licensed Life, Health and Annuity representative, and 5 years as an Accredited Investment Fiduciary. 

Having a passion for helping others, Amanda enjoys her role as a Client Services Representative and Administrative Assistant to Mark.  Putting our clients at ease, while helping them navigate the often confusing world of finance is very rewarding to her.

In her free time, Amanda enjoys traveling, yoga, paddle boarding, and anything close to the ocean.  She is a lifetime local to Southern California beach cities.  Her home away from home will always be Bali, Indonesia…but when that’s not possible, just being in the sun with her cat, Keek, will do nicely!