“Considering that many of our clients are retirees or approaching retirement, preservation of capital is at the top of our minds. We know that they rely on their investments to generate income to cover their living expenses and have a shorter time frame to make up for losses if markets experience downward pressure. This means that we ask the right questions to make sure that we fully understand their risk profile. We want to alleviate their concerns and ensure them that they are positioned appropriately for different market conditions.”
Contessa Archuleta is a Financial Advisor with The Rikoon Group. She specializes in establishing lasting intergenerational relationships, whether those objectives are to retire at a certain age, fund their children or grandchildren’s education, grow their wealth for the next generation, or pursue philanthropic efforts. Contessa also manages the day-to-day operations for The Rikoon Group. She leads the team’s marketing, communication, and community outreach initiatives.
Born and raised in Santa Fe, Contessa is inspired by her community and takes pride in sharing her knowledge of investment fundamentals and opportunities, both in professional seminars and one-on-one. She finds it extremely rewarding to work with people as they navigate life’s stages and collaborates with them to help achieve their retirement and financial goals.
Contessa has a Bachelor of Fine Arts in Communications and a Master of Business Administration in Marketing from the University of New Mexico. She holds a FINRA Series 65.
Outside of the office, Contessa is a board member of the Atalaya Elementary Parent Teacher Association, the Santa Fe Estate Planning Council, and board member and secretary of the New Mexico Farmers Marketing Association, a statewide association which supports New Mexico farmers, families, and communities by providing public education, food access programs, technical assistance, and advocacy. She lives in Santa Fe with her husband and two children and enjoys spending time with her family, traveling, cooking, eating, and being outdoors.