About Rivetti Financial
Our financial advisory firm specializes in the unique financial needs of physicians and dentists. We work closely with residents and fellows at LAC+USC, Harbor-UCLA, CHLA, UCLA, UCSD and many other teaching hospitals across the country. Our clients have entrusted us to help them succeed in their financial lives.
Our clients come from all walks of life. Because the financial needs of our clients are very personal, we maintain a high level of respect and privacy for every client. Our planning process involves a high degree of involvement from our clients. This allows us to accurately pinpoint the goals and objectives to determine the best possible methods for achieving them. We continue to monitor and measure your plan as you progress through life, working with you to determine whether or not we need to initiate any changes.
Our successful process is founded on:
- Independence: We are independent advisors. As such, we have no obligation to any financial institution or product, which enables us to act in our clients’ best interests. We have access to the leading insurance and financial companies to ensure that the most appropriate strategy, product, and service is offered to each client.
- Reviews: We frequently conduct reviews to ensure that our clients continue to maintain appropriate financial strategies.
- Advisor Relationships: We frequently work with our clients’ business managers, CPAs, attorneys and other financial advisors to properly implement their financial strategies.
- Experience: Our advisors have years of experience dedicated to the specific financial needs of physicians and dentists.
- Knowledge and expertise: Our extensive knowledge and continued education allows us to provide some unique strategies and solutions to our clients. This allows us to overcome obstacles and solve our client’s needs through custom solutions tailored for each client.
Our Team
Stephen L. Rivetti
President of Rivetti Financial & Associates
Steve Rivetti is President of Rivetti Financial & Associates. He has been in the insurance business since 1975. During this time, he has specialized in helping thousands of California physicians. His practice also has an expertise in working with dentists, business owners, and other advisors, including attorneys and CPAs.
Steve has helped his clients protect their incomes in the event of a disability and protect their families in the event of untimely death. Steve’s mission has been, and remains, to help his clients find cost effective solutions to their personal and business insurance risks. Steve is a lifetime member of the prestigious Million Dollar Round Table (MDRT) and has previously qualified for the Top of the Table and Court of the Table.
In the past, Steve has been involved with several charitable organizations. He formed the organization Operation Warm Up, which had provided thousands of sleeping bags to the homeless. He also has prior involvement with the American Cancer Society. Steve was an active baseball coach for nearly ten years, coaching local youth baseball teams and travel teams in tournaments throughout the country.
Tyler L. Rivetti, FSS, LUTCF
Owner of Rivetti Financial Group, LLC and Rivetti Investment Services, LLC
Tyler Rivetti began working with physicians in 2008. He is the Owner of Rivetti Financial Group, LLC and Rivetti Investment Services, LLC where he provides financial planning and ongoing investment management for his clients. He serves as a trusted advisor for physicians and dentists throughout the country.
Tyler is a frequent speaker for residency programs throughout California, where he provides financial education on topics such as student loans, insurance, retirement and investment planning. He works with many young physicians from Harbor-UCLA, LAC+USC, UCLA, Children’s Hospital Los Angeles, and many other surrounding teaching hospitals. He helps his clients through the start of residency, fellowship and throughout the rest of their career.
Mark L. Rosenberg
Insurance Advisor
After graduating from City College of New York, Mark was a high school teacher and wrestling coach for several years. In 1986, Mark was recruited by his longtime friend, Steve Rivetti, to help educate and secure the lifestyles of young professionals. Throughout his career, Mark has worked with hundreds of physicians and continues to dedicate his time to educating young medical residents and fellows.
Mark currently lives in Westlake Village, California with his wife.
Deron R. Dong
Financial Advisor
After a decade working as an entrepreneur in the technology field, Deron transitioned into the financial services industry. His goal is to make a positive impact in the lives of everyone he works with.
Deron has been working with the medical and dental community since 2009. He continues to build strong relationships at many hospitals throughout the Bay Area. Deron serves as an advisor on disability insurance, student loan repayment strategies, investment management, and overall financial planning.
Previously holding the position of Disability Income Specialist with a highly respectable insurance company, Deron brings a unique perspective in helping physicians and dentists protect their most valuable asset. He focuses on solving the unique financial situations that medical and dental professionals face today.
