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Michael R

CFP®, Series 63, Series 66

New Orleans, LA

Bienvenue Wealth LLC

Michael Rivas is a Certified Financial Planner® with 15 years of experience in the financial advisory industry. He has been with Bienvenue Wealth LLC since 2010. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, combining portfolio management with financial planning. Their investment approach emphasizes fundamental analysis and strategic, long-term allocation tailored to client goals, with the use of tactical tools when appropriate.

Options & derivatives strategies
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Sara S

CFP®, Series 65

New Orleans, LA

Bienvenue Wealth LLC

Sara Sroka is a CFP® and Series 65 licensed advisor with seven years of industry experience, currently serving at Bienvenue Wealth LLC since 2019. Her prior roles include positions at Accountax Business Group LLC and Smoothie King Company. Bienvenue Wealth LLC is a Louisiana-registered investment adviser serving individuals, including high-net-worth clients, and businesses. The firm provides discretionary portfolio management alongside financial planning and consulting, delivering both services under a single client relationship.

Options & derivatives strategies
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