CIR Student Loan Consultation Registration

CIR Loan Analysis Registration With Spouse
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How To Register:

  1. Obtain Verification Code - Before completing this registration, you must have your CIR membership verified. Please email Morgan Currier at to receive the CIR verification code.
  2. Complete Registration Below - Please complete the registration form below to begin.
  3. Schedule Date/Time - Once you complete your registration, you will receive an email. Please follow the link within the email to schedule a date and time using our online scheduler.
  4. Payment Process - During the scheduling process, you will be prompted to pay our reduced CIR fee. CIR Members receive a significantly discounted rate of $179 per person. Normal rate is $350 for individuals and $500 for married couples.

If you need help completing this form, please email us at

Only California members of the Committee of Interns and Residents (CIR) may complete this registration form. All others must register here.

You are required to obtain a verification code from CIR before submitting the registration form below. Codes are case sensitive.


If you are a visual learner, we can establish a web conference. You will be able to view our screen as we review your loan analysis with you.
If yes, both spouses will need to complete this registration form together and sign electronically at the end.
Which advisor are you working with? *



5737 Kanan Road, #730

Agoura Hills, CA 91301

CA Insurance License #0J08575

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Investment advisory and financial planning services are offered through Investment Adviser Representatives of Rivetti Investment Services, LLC, a Registered Investment Adviser. The information on this website pertaining to insurance products, investment advisory services, and/or financial planning services is intended only for distribution or use in states or jurisdictions where our companies, their products, and/or representatives are licensed, registered, approved, or excluded or exempted from registration requirements.