#265 - First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera
First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera
Kathleen and Kevin speak with the founder of FirstGen Wealth, Valerie Rivera, CFP®. Valerie is a First in her family – the first to go to college, the first to break barriers at work, and the first to earn more than her parents ever did. Now she’s working with other first generation wealth builders to help them create lasting financial confidence and legacy.
We discuss what led Valerie to start her own practice, how working with first generation clients is different than working with high-net-worth retirees, how Valerie helps her clients with generational wealth planning (just not in the way you think), and her tips for young planners who are looking to network with other professionals.
https://www.linkedin.com/in/valerie-rivera-cfp/
