VETTED

Jesse Rivas

MainBridge Wealth
Jesse Rivas
Tel: 301-547-4014 1919 Gallows Road Suite 100 Vienna, VA 22182
Strong by Design
About Jesse Rivas
Meet Jesse Rivas, who is a Co-Founder and Financial Planner at MainBridge Wealth, where he combines his deep technical expertise with a passion for empowering individuals. A graduate of Howard University, Jesse's career journey began in accounting, where he specialized in audit, forensic accounting, and tax, handling both domestic and international cases. While he excelled in corporate finance, Jesse found greater fulfillment in working directly with individuals.

Recognizing the critical role of tax efficiency in wealth management, Jesse transitioned into financial planning. His strong foundation in accounting, including his leadership in Howard University's accounting tutoring program, allows him to bring a unique blend of technical knowledge and personalized service to his clients. Jesse's approach is strategic and tax-efficient, seeking to help clients maximize their wealth while mitigating tax burdens.

Jesse became a financial planner because he is passionate about results and about building the bridge between where you are and where you want to be. He believes that financial planning is the foundation of a well-lived life, and every account you own is a battery that powers your future. His mission is to create strategies that turn goals into realities, helping clients experience financial confidence and freedom.

For Jesse, financial planning is about more than just numbers it's about people. He loves getting to know his clients, understanding their unique stories, and being someone they can truly rely on. Whether it's guiding them through major financial decisions, helping manage their family's future, or working with the next generation, Jesse takes pride in knowing his clients can count on him. His goal is to build lasting relationships and provide the confidence that, no matter what, he's got their back.

Outside of work, Jesse has a passion for fitness and exercise. He believes in the importance of maintaining a balanced lifestyle and enjoys staying active to keep both his mind and body in top shape. When he's not in the office, you can often find him exploring the world and immersing himself in new cultures, such as Kyoto, Japan, his hands-down favorite place. Kyoto is old-timey and full of traditional charm think classic Japan with beautiful shrines, the stunning bamboo forest, and some of the best matcha he's ever had. It's far more traditional than most modern cities and gives you a real sense of Japan's history and culture. A close second is Peru, which, in Jesse's opinion, has the most diverse and flavorful cuisine in all of Latin America, amazing seafood, beef, rice dishes, soups, you name it. Peru's unique soil, once the heart of the Incan Empire, makes its crops unlike anywhere else. Plus, the cultural experience is rich, and the pisco sour is easily one of his favorite cocktails from any trip. Let him know if you've been to either of these places or if you're planning to go! He's always eager to share his experiences and hear about others' adventures.
About MainBridge Wealth
MainBridge Wealth is a financial advisory and wealth management firm with offices in Vienna, Virginia, and North Bethesda, Maryland. The firm specializes in helping Foreign Service families, along with individuals and families throughout the region, pursue their financial goals through wealth preservation, tax-efficient strategies, and legacy planning.

MainBridge Wealth offers personalized financial planning, retirement and income planning, wealth management, tax planning, and estate planning, building plans that are strong by design.

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Our Team

Chris
Chris McAllister
CFP®, RICP®

Meet Chris McAllister. He is the founder and lead financial planner at MainBridge Wealth, a firm dedicated to helping clients pursue financial confidence in retirement. With over a decade of experience in the financial industry, Chris brings a wealth of knowledge and a deep commitment to his clients' financial well-being.

Chris's path to becoming a financial planner was uniquely personal. Initially, he sought financial planning advice but found that he couldn't meet the minimum requirements set by top advisors. Determined to take control of his financial future, he invested in his education and returned to school to study financial planning, initially for his own benefit. His passion for the field grew, and he decided to dedicate his career to helping others.

Chris received his undergraduate degree from the University of Maryland and furthered his education by studying financial planning at Georgetown University. He holds several certifications and licenses, including CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Income Certified Professional® (RICP®), and Series 7, 66, and 24 held with LPL Enterprise.

Over the years, Chris has worked with hundreds of families, guiding them through the complexities of financial planning. He has also led and mentored numerous advisors, helping them launch their careers. After serving as a Regional Director for the state of Virginia, Chris decided to change his focus to building MainBridge Wealth.

Outside of his professional life, Chris is a devoted family man. He is married to Kassidy and is the proud father of two children, Luke (4) and Hailey (2). When he's not working, Chris enjoys woodworking, sports, running, and camping. He also loves spending quality time with his family, whether it's exploring their favorite destinations like Asheville, NC, and Deep Creek Lake, MD, or traveling internationally to Aruba and Cabo.

Chris' mission at MainBridge Wealth is to provide personalized, comprehensive financial planning that empowers clients to work towards their financial goals with confidence.

General Information
Name of Broker/Dealer:

LPL Enterprise, LLC

States Licensed in:

AL, AK, AR, CA, DE, DC, FL, GA, IL, IA, KY, MD, MA, MT, NJ, NC, OH, TX, VA, WV, WI

Communities served:

Vienna, North Bethesda, Bethesda, VA, MD

Number of Years with Current Firm:

1

Work Experience:

MainBridge Wealth - Co-Founder & Financial Planner LPL Enterprise, LLC - Registered Representative & Investment Adviser Representative (11/2024 - Present) Prudential Financial Planning Services - Investment Adviser Representative (01/2018 - 11/2024) Pruco Securities, LLC - Registered Representative (07/2017 - 11/2024) Prior career in accounting specializing in audit, forensic accounting, and tax for domestic and international cases.

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Estate Planning & Trusts, Portfolio Management, Financial Planning, Insurance Products & Annuities

Services
Investment Types:

Insurance

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Offices, Video Conference

Financial Planning for Individuals
Jesse offers personalized, ongoing financial planning for individuals and families at every stage, whether just starting a career, building wealth, or preparing for retirement. The process begins with understanding a client's full financial picture, priorities, and goals, then covers cash flow management, tax considerations, investments, risk management, and estate planning. The result is a comprehensive roadmap with clear goals, strategies, and action steps that is updated as circumstances change.
Portfolio Management
Jesse builds diversified portfolios around each client's goals, time horizon, and risk tolerance rather than trying to predict market movements. Portfolios are aligned with a client's stage of life, from growth-oriented strategies for those ten or more years from retirement, to a balanced "home stretch" approach in the final decade before retirement, to income-focused portfolios once retired. Holdings are monitored and adjusted as needs change, and asset location is considered to help improve tax efficiency across account types.
Retirement Planning
Retirement planning starts with defining retirement goals and a target retirement date, then determining how much to save each month and when to claim Social Security and enroll in Medicare. Jesse helps clients build portfolios designed to preserve and grow assets for retirement and revisits the plan as life changes. For federal and government employees, including Foreign Service families, he helps coordinate FERS pension benefits, the Thrift Savings Plan (TSP), Social Security, and tax strategy so that retirement income can cover expenses as efficiently as possible.
Insurance Planning
Insurance is part of a complete financial plan. As a licensed insurance agent of Prudential, Jesse helps clients review their insurance needs and identify coverage that helps protect their families, income, and long-term plans.
Estate Planning & Trusts
Jesse helps clients plan for how their assets will be distributed according to their wishes and how to preserve their legacy for the next generation. Planning may involve wills, trusts, and other estate documents, along with strategies to help manage potential estate taxes. Because MainBridge Wealth does not provide legal or tax advice, clients should also consult their attorney and tax professional regarding their specific situation.
Investment Advice & Management
Investment advice is tied directly to each client's financial plan. Jesse considers a range of investment options, asset allocation strategies, and account types to build diversified portfolios based on goals, time horizon, and risk tolerance. Strategies aim to balance long-term growth with appropriate risk and are reviewed regularly so they stay aligned with the client's needs.
Wealth Management
Wealth management at MainBridge Wealth goes beyond investments. Jesse brings together investment management, financial planning, tax-aware strategies, retirement and estate planning, and insurance into one coordinated plan. The goal is to connect today's financial decisions with long-term objectives, from building and preserving wealth to creating a lasting legacy, with a disciplined, long-term approach that adapts as a client's life evolves.
Risk Management
Risk management is built into every plan. Jesse helps clients prepare for market volatility, healthcare costs, and insurance needs, and aligns portfolios with each client's risk tolerance through diversification. As clients move closer to and into retirement, strategies are adjusted to help manage risk while still supporting long-term goals.
9 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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