ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Balancing Short-Term and Long-Term Financial Goals with Russell Rivera"
Episode Synopsis
Organizing Life's Daily Demands with Peter Gordon, Episode 47
In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Russell Rivera, CFA, CFP(R) is founder and President of Voice Wealth Management. He helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to their individual financial priorities and experiences. In addition to his individual clients, he also works with businesses who provide their employees the benefits of being better educated about personal finances so they can get more out of every dollar they earn and use.
Tune in to the episode to hear about:
* Russell Rivera's transition from Wall Street to financial planning
* The importance of understanding how people use money to create effective financial plans
* The role of financial literacy in achieving long-term financial stability
* How Voice Wealth Management uses planning software to help clients visualize different financial scenarios
* The significance of networking and referrals in building trust with clients in the financial services industry
Learn more about Russell Rivera:
* Connect with Russell on LinkedIn: https://www.linkedin.com/in/russellriveracfa
* Follow Voice Wealth Management on LinkedIn: https://www.linkedin.com/company/voicewealth
* Visit and subscribe to Voice’s YouTube Page: https://www.youtube.com/@voicewealthmanagement3719
* Visit Voice’s Website: http://www.voicewealth.com
* Follow Voice Wealth Management on Facebook: https://www.facebook.com/voicewealth
***********************************
Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.
In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.
Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990
Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon
Learn more about New York Financial Organizers: https://nyfo.nyc/
In this episode of Organizing Life's Daily Demands, Peter Gordon speaks with Russell Rivera, CFA, CFP(R) is founder and President of Voice Wealth Management. He helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to their individual financial priorities and experiences. In addition to his individual clients, he also works with businesses who provide their employees the benefits of being better educated about personal finances so they can get more out of every dollar they earn and use.
Tune in to the episode to hear about:
* Russell Rivera's transition from Wall Street to financial planning
* The importance of understanding how people use money to create effective financial plans
* The role of financial literacy in achieving long-term financial stability
* How Voice Wealth Management uses planning software to help clients visualize different financial scenarios
* The significance of networking and referrals in building trust with clients in the financial services industry
Learn more about Russell Rivera:
* Connect with Russell on LinkedIn: https://www.linkedin.com/in/russellriveracfa
* Follow Voice Wealth Management on LinkedIn: https://www.linkedin.com/company/voicewealth
* Visit and subscribe to Voice’s YouTube Page: https://www.youtube.com/@voicewealthmanagement3719
* Visit Voice’s Website: http://www.voicewealth.com
* Follow Voice Wealth Management on Facebook: https://www.facebook.com/voicewealth
***********************************
Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.
In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.
Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990
Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon
Learn more about New York Financial Organizers: https://nyfo.nyc/
In God we trust