Broker Check
Maarten Rietveld, CFP®, AIF, CDFA

Maarten Rietveld, CFP®, AIF, CDFA

Chief Investment Officer

Maarten is the Co-Founder of PlanVest Financial. He is a CERTIFIED FINANCIAL PLANNER® and specializes in Portfolio Management. He has been a financial advisor since 1984. He was a Sr. Vice President at Bank of America and a First Vice President with SunTrust Bank.

Maarten feels fortunate to have found the profession that’s just right for him. First, helping provide financial independence to PlanVest clients brings meaning to his life. Second, portfolio management complexities fill his lifelong need for learning and understanding. Maarten specializes in:

  • Goal centered financial planning
  • Probability driven investing
  • Math based risk management

Maarten earned his MBA from American Graduate School of Global Management and his MS Finance from American University. He earned the prestigious CERTIFIED FINANCIAL PLANNER® certification in 2006; and he also holds certifications of Accredited Investment Fiduciary® (AIF®); and Certified Divorce Financial Analyst (CDFA). Maarten holds several FINRA securities registrations: Series 7,24,63, and 65 with LPL Financial; and accident/health and life insurance licenses.

Maarten and his family live in Santa Monica, CA. He enjoys traveling, sailing and playing bridge with friends.

Learn More