Valerie Rivera
CFP®
FirstGen Wealth
Founder and Financial Planner
Valerie Rivera
CFP®
FirstGen Wealth
Founder and Financial Planner
The ultimate act of financial empowerment is to be excited about, not afraid of, taking charge of your money, growing it and using it to better your life in meaningful ways. - Valerie Rivera, CFP®
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
No shame, no judgment financial advice for the Firsts in their family to build wealth.
Let’s get confident about your money and leave the world a better place.
We do our best work for early to mid-career individuals and families who are first-generation wealth builders.
Does this sound like you?
You’re the First in your family to:
✓ Graduate college
✓ Break barriers at work
✓ Make more money than your parents ever did
You want a collaborative financial guide and sounding board as you build your most abundant life.
Then, you belong here.
Join the wealth-building revolution and change the trajectory of your life and generations to come.
For all the Firsts. From a First.
FirstGen Wealth is a virtual, fee-only financial life planning practice founded by a first-gen wealth builder. We are a fiduciary, which means we are legally and ethically bound to act in your best interests. Also, it’s just the right thing to do. We don’t receive any commissions or sell you any products.
Hi, I’m Valerie Rivera, founder of FirstGen Wealth, a CERTIFIED FINANCIAL PLANNER professional, and a first-generation wealth builder.
I entered financial services in 2008 at ShoreBank, a community development bank. The past 10 years have been primarily at large wealth management firms, including AllianceBernstein, Merrill Lynch and TIAA, serving clients with $5-$10 million of net worth.
Throughout my tenure, I’ve learned despite how much money we have, we all want the same basic things in life: to be happy, healthy and to spend time with the people we love.
What I noticed throughout my career was that generally, no one looked like me, both on the advisor side AND the client side. Although money is a critical part of our livelihood, we don’t learn about this stuff in school and quality advice is only provided to those who have already achieved financial success.
Part of my mission is to break this cycle. To guide all the Firsts and act as a catalyst to feel secure about your own financial success and generations to come. I have a huge focus on providing education and meeting you where you are in life with no shame, no judgment financial advice that will transform your life.
Are you ready to learn more?
Then, schedule a free chat directly on my site to get started.
Valerie Rivera is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A virtual, fee-only financial life planning practice founded by a first gen wealth builder. Let’s start changing your relationship with money from complicated to confident.
We are a fiduciary, which means we are legally and ethically bound to act in your best interests. Also, it’s just the right to do. We don’t receive any commissions or sell you any products.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Financial life planning
Ideal Clients
- Growing Families
- Sudden Money Situations
- Novice Investors
- First-gen
- Independent women
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Valerie Rivera is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Valerie Rivera is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Valerie Rivera is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Valerie Rivera
Office Locations:
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2813 South Eleanor Street
Chicago, IL 60608
