Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity that meaningful connections with clients and prospects can be established. Without it, establishing such connections becomes challenging.
In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Valerie Rivera, CFP®, Founder and Financial Planner, FirstGen Wealth, about diversity's impact on the financial sector. Valerie shares her journey of founding her own firm with a mission to make financial planning readily accessible to diverse groups, focusing on assisting individuals who are forging the first generation of wealth in their families.
Valerie discusses:
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About our Guest:
Valerie Rivera, CFP®, is a financial advisor and the founder of FirstGen Wealth. With over a decade of experience in financial services, Valerie noticed a lack of diversity in both advisors and clients. She believes the financial system widens the wealth gap, placing blame on individuals instead of corporations or government. Valerie's mission is to break this cycle by empowering individuals, particularly those who are the first in their families, to achieve financial security and create generational wealth. She focuses on providing education and non-judgmental financial planning that transforms lives, ensuring clients feel confident and secure.