LOS ANGELES, January 19, 2022 /PRNewswire/ — RVW Wealth is pleased to announce that Eva Barberi Financial Planning has merged with RVW Wealth, LLC January 1, 2022.
Eva Barberi Financial Planning brings over 15 years of experience working with women to develop collaborative and effective financial plans that reflect clients’ visions for their lives, particularly as they relate to transitional life circumstances.
“We are delighted to welcome Eva Barberi and its affiliates in the senior team of RVW”, Jonathan Gerber, chairman of RVW Wealth, said. “We have long been looking for someone with Eva’s deep knowledge and vast experience to add this core capability to RVW offerings.”
The inclusion of Eva Barberi Financial Planning will allow RVW to help women manage their wealth and plan for their financial future, especially in unique situations of divorce, widowhood or inheritance.
“Money is genderless; however, the vast numerical superiority of men over women in the fields of wealth management and financial planning has led many to believe that money matters are a male domain,” said said Gerber. “Nothing could be further from the truth.”
RVW Wealth is known for its bespoke portfolio design methodology and low-cost, evidence-based investment approach. The firm has built up decades of experience in providing the highest quality investment management and related services to its clients. This merger will reinforce RVW Wealth’s mission and values of providing the highest level of service possible.
“My team demystifies the finance process, including taking ideas traditionally considered highly complex and bringing radical clarity and simplification,” Gerber said. “Eva will be at the forefront of serving women in transition.”
Barberi earned his Bachelor of Commerce degree with the financial planning core of State of California Northridge. She is a Certified Certified Financial Planning Practitioner (CFP®) and has also earned her Certified Divorce Financial Analyst (CDFA™) designation from the Institute for Divorce Financial Analysts.
Additionally, Barberi has completed all seven stages of financial maturity and has received the Registered Financial Planner (RLP™) designation from the Kinder Institute of Life Planning. She is currently pursuing the Certified Financial Transitionist (CeFT®) designation through the Financial Transitionist Institute.
“Developing a financial plan becomes the ‘financial GPS’ that everything revolves around,” added Barberi. “Our clients have a clear idea of their investments and their ‘why’ – and this leads to a sense of security and peace of mind that many have never experienced before.”
About RVW Heritage:
With offices at Los Angeles, Californiaand Memphis, TN, RVW Wealth LLC is committed to providing the highest quality investment management and related services to its clients. RVW Wealth LLC, a Registered Investment Advisor*, was founded in 2006, originally built on the back of a thriving CPA firm (Gerber & Co. Inc) which was founded in 1986. Leveraging its legacy experience, its wealth management team includes CPAs, CFAs, personal financial planners, tax specialists and economists – all to provide clients with the solid insights they need to invest smartly.
*Investment Advisor registration does not imply any level of skill or training.
SOURCE RVW Wealth