Episode 127: First Generation Wealth with Valerie Rivera
August 2, 2022
30 min
3
127
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Episode 127 · August 2, 2022
Episode 127: First Generation Wealth with Valerie Rivera
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Investment Joy Episodes Around August 2, 2022
Episode 124 of 325 — walk the feed in the order it was published.
Episode 114: Plan For Next Year's Taxes Now with Melissa Joy, CFP ®
Episode 127: First Generation Wealth with Valerie Rivera
Summary
This week, Melissa Joy is joined by guest Valerie Rivera, CFP to discuss first generation wealth. Valerie founder and owner of FirstGen Wealth, a virtual fee-only practice serving early to mid-career professionals who are the first gen to build wealth in their family. She is part of the 1.5% of Latinas who holds the CFP designation and has been in financial planning for nearly 15 years. She is born and raised in Chicago where she resides with her husband and a feisty 3-year-old. You can find ...
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