About Us
Stan Rivera - Principal Owner
With over 30 years of high-net-worth experience on the carrier side with Chubb and AIG Private Client Group, Stan Rivera has spent his career developing industry-leading risk management programs and services that cater to the needs of affluent individuals and families. His unwavering commitment to preventing property losses and protecting families is rivaled only by his passion for delivering exceptional customer service. Throughout his career he has consistently delivered outstanding results by directing high-performing teams, optimizing loss prevention programs, and enhancing client satisfaction. His strength lies in the ability to tailor innovative risk management solutions to meet the specific and everchanging needs of the affluent client.
If you are in need of a risk management or loss prevention resource, please contact me for a no-obligation consultation.
David Hubbard
Thirty plus years of experience in the Personal Insurance arena, with focus and expertise in High Net Worth Client and Family Office practices. Broker experience focused on the Greater Los Angeles area, which included development of revenue, client stewardship programs, family office, and operational management in a global insurance brokerage.
Two decades of experience on the insurance carrier side of the business, including High Net Worth product and distribution, Family Office development, and participation on national networking groups servicing Family Offices and the advisor community.
Initial and ongoing requirements of close interaction and relationship building with key brokers, principals, external and internal operating teams to meet goals of building a new practice in CA to achieve majority market share, maximize revenue and profit over time. Oversaw a staff of highly skilled and effective Business Development Managers in the Western US.
Over the last ten years, managed the company’s Equine Practice, which included close interaction with horse show promoters, owners, professional riders, trainers, and associates in Hunter and Jumper, and other disciplines. Participated in the development of products and services dedicated to horse owners, and managed a staff of people dedicated to the success of the practice, and the good of the equine community.
Retired from the industry in 2022, I am now involved in education and advisory roles with industry experts, brokers and family offices.
Risk Management Specialists
Our experienced team of Risk Managers have worked for the major high-net-worth carriers.