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Obtaining life insurance has become a very complex and time-consuming task. Our advisers at Rivetti Financial & Associates strive to make this a less stressful process for our clients. We specialize in providing advanced insurance planning solutions to physicians, entertainers, attorneys and other high net worth individuals. Having worked with the House Staff of LAC+USC and Harbor-UCLA Medical Centers since 1979, our advisors have helped to insure thousands of physicians. We are not captive to any single insurance company, which allows us to utilize the most appropriate policy in every situation.

Our areas of expertise involve:

  • Life Insurance
  • Wealth Transfer Planning
  • Buy-Sell Insurance
  • Business Succession Planning
  • Key Person Insurance
  • Life Settlements

For clients with existing insurance policies, our process begins with an in-depth Policy Audit and assessment of the client’s goals and objectives. Our planning process ensures that our clients have a thorough understanding of their existing coverage and the potential areas for improvement.

Through our Concierge Underwriting program, we help our clients obtain superior coverage and pricing by reverse engineering the underwriting process. Our independence allows us to search the broad marketplace for the perfect solution to our client’s needs.

Contact

 818-878-7800

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.