Listen "123: Growing up Latina with Valerie A. Rivera, CFP®"
Episode Synopsis
In this special Hispanic Heritage Month Edition episode, Luis speaks with Valerie Rivera. Valerie is the founder of FirstGen Wealth, a financial planning practice serving early to mid-career first-generation wealth builders across the country. She is passionate about normalizing quality financial advice and educating people on becoming financial powerhouses! Valerie Rivera is a proud Latina and first-gen Mexican-American. She was born and raised in the Southside of Chicago. She continues to live there today, with her husband and their three-year-old daughter, Violet Esperanza. Valerie has spent over 10 years in financial services, working directly with individuals and families on all aspects where money touches life. She is part of just over 1% of Latinas who hold the Certified Financial Planner™ designation. Notes: In this episode, Luis and Valerie talk about the following and more: Perspective is everything! How Valerie discovered her love for wealth management and financial planning Promoting advocacy within the Latino community The lack of diversity in financial planning firms Building a practice that fits your life/work balance Resources: Valeries' LinkedIn Valeries' Twitter Valeries' Youtube Valeries' Website Download the 3 Fundamental "Money Moves" to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Luis' LinkedIn Luis' Twitter Luis' IG On My Way To Wealth YouTube channel
More episodes of the podcast Build a Better Financial Future
165 How to Create the Life that You Love
13/08/2025
160: How to Get Wealthier with Dan Solin
26/06/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.