FirstGen Wealth
We do our best work for early to mid-career individuals and families who are first-generation wealth builders.
When you’re a First, the financial safety net does not exist. There’s no running to mom or dad. You may need to think about how you’re going to help them later.
You’re the First in your family to:
* Graduate college
* Break barriers at work
* Make more money than your parents ever did
Does this sound like you?
Then, you belong here.
You want a collaborative financial guide and sounding board as you build your most abundant life. Join the wealth-building revolution and change the trajectory of your life and generations to come.
For all the Firsts. From a First.
FirstGen Wealth is a virtual, fee-only financial life planning practice founded by Valerie Rivera, a first-gen wealth builder and CERTIFIED FINANCIAL PLANNER™. We are a fiduciary, which means we are legally and ethically bound to act in your best interests. Also, it’s just the right thing to do. We don’t receive any commissions or sell you any products.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.