Joji Rivera

Senior Retirement Plan Specialist at Capital Performance Advisors - , British Columbia, Canada

Joji Rivera's Contact Details
HQ
Location
United States
Company
Capital Performance Advisors
Joji Rivera's Company Details
Capital Performance Advisors logo, Capital Performance Advisors contact details

Capital Performance Advisors

, British Columbia, Canada • 51 - 200 Employees
Financial Services

We are passionate about helping dental and medical professionals develop healthy financial habits throughout their journey. No matter what age they start a plan or the goals they strive for, Thomas Doll serves our clients with a grounded and personalized approach to finances. Dentists and physicians will not prescribe anything to a patient without a diagnosis and clear understanding of a patient's health history. Similarly, we take a holistic approach centered on each individual client and what their own needs are – not what their needs should be. We balance realistic financial needs with technically sound guidance. This intersection is where good financial health happens. Our unique approach to facilitating financial health can vastly improve our clients' lives by helping them reduce taxes, increase savings, pay off debt, and grow wealth—all of which come together to support them in their life goals. We facilitate good financial health for dentists and physicians, so they can gain the confidence to focus solely on what really matters to them – their family, their business and their patients. For over 40 years, we as a company have developed extensive expertise in everything that matters most to dentists and physicians; delivering on all of their needs, raising issues and asking the questions that others wouldn't because of our unrivaled knowledge of the dental and medical communities. This drives our culture and our business.

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Frequently Asked Questions about Joji Rivera
Joji Rivera currently works for Thomas Doll.
Joji Rivera's role at Thomas Doll is Senior Retirement Plan Specialist.
Joji Rivera's email address is ***@twdadvisors.com. To view Joji Rivera's full email address, please signup to ConnectPlex.
Joji Rivera works in the Financial Services industry.
Joji Rivera's colleagues at Capital Performance Advisors are Bonnie Perez, Deborah Clausing, Carson Henderson, Jay Wirig, Rosemary Mansard, Anney Yoon, Cole Ruud and others.
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