Beatrice Rivard

Meet Beatrice Rivard, owner of 360 Financial Strategies, LLC. in Davisburg, Michigan.

Beatrice graduated with a 3.97 GPA, Summa Cum Laude, with an MBA in Financial Planning and was introduced to the financial industry at a young age and obtained her fiduciary status in 2013 to become a second-generation financial professional. After years of hard work, mentorships, and academic triumphs, she fulfilled her long-time dream of independently owning a practice and officially established 360 Financial Strategies, LLC. in 2018.

After working for a financial firm for a few years, she realized what she really wanted was to be her own boss. “I am a very independent, motivated, and driven individual,” she explains. “The only limitations I have, are the ones I set for myself; and working for Corporate America was a limitation.”

Beatrice’s reach is strong and she works with clients to meet not only their financial needs, but with within their busy schedules by making it easy to contact her in whichever way is easiest: by email or phone, over Zoom, and in-person.  Her specialties areas are retirement planning, investments, insurance, college funding, and employee benefits

“One of the biggest perks of running my own financial practice is my independent contractor status,” she says. “This allows me to affiliate myself with whichever companies I deem the best to suit my clients’ needs. Most financial advisors are [beholden] to one company, but my independent status allows me to be completely unbiased.”

IG: @360financialstrategiesllc
Website: www.360financialstrategiesllc.com