Valerie Rivera (CFP®)

Valerie Rivera focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • LGBT Couples and Families
  • Middle Income Client Needs
  • Millennials
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

We are your sounding board and trusted guide, providing full financial life planning for your unique needs. We help you think BIG and paint what your greatest life looks like if money had no limits. We also know life isn’t drawn in a straight line. Do you have a time-sensitive issue? That’s what we’ll handle first. We do our best work for early to mid-career individuals and families who are first-generation wealth builders. The initial phase is 6 months. Want to move at a different speed? No problem. You’re in charge. Imagine your life free of money worry. What’s possible for you? * You are proactively tax-planning (sounds fancy, right?). * You are confident you can buy the house AND take the vacations. * You are thinking bigger and making your money work for you. * You’re not anxious anymore about money. You’re organized. * You have a thinking partner to educate you, empower you and hold you accountable to building the life you only daydream about. It’s all possible with planning. Please visit for an overview of the meeting process and pricing.

Additional Information

Hi! I'm Valerie Rivera, CFP® . Thanks for checking out my profile! A little bit about me: I am a First in my family. The first to go to college. The first to break barriers at work. The first to make more money than my parents ever did. I did not grow up reading the Wall Street Journal on my dad's lap. There was no financial safety net. I built my own. I entered financial services nearly 15 years ago and fell in love with empowering people to build financial confidence. What I noticed throughout my career was that generally, no one looked like me, both on the advisor side AND the client side. Despite money being such a critical part of our livelihood, we don't learn about this stuff in school and quality advice is generally only provided to those who have already achieved financial success. I'm on a mission to provide financial planning to all the Firsts and act as a catalyst for people to feel secure about their own financial success. I have a huge focus on providing education and meeting people where they are in life with no shame, no judgment financial advice. I founded FirstGen Wealth to normalize quality, fiduciary, fee-only financial advice for people who are the first to build wealth in their families. We guide people in all areas where money touches your life. Spoiler: It's A LOT of areas. We do our best work for early to mid-career individuals and families who are the First to grow wealth in their world. Do you want a collaborative financial guide and sounding board as you build your most abundant life? Then, you belong here. Join the wealth-building revolution and change the trajectory of your life and generations to come. For all the Firsts. From a First.

NAPFA Start Date

May 25, 2022


This Office

2813 South Eleanor Street Chicago, IL 60608 Phone: (331) 251-3777