Valerie Rivera, CFP® (she/her)

CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

A Latina CFP professional from the Southside of Chicago who has partnered w/ clients from $5-$10MM for 10 yrs is now bringing these skills to all the Firsts to build wealth in their family.

Welcome to FirstGen Wealth. Huge TY to #Fintwit❤️https://t.co/WTTEUaGWBD via @YouTube

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@RyanFurlongCFP @T_Gatzemeier Thank you! 🙏🏽 I love being both young and watched. 😁

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@DINKplanning @NxtGenPlanning Good point!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

Today when I dropped off my kid at school, I learned…

There was no school. 🤦🏻‍♀️

So naturally, we took a selfie and I bribed her to be my quiet 🤫 business partner for the day.

Follow me for more mediocre parenting tips.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@MonocleMan1 No, a local place in the McKinley Park neighborhood named The Video Strip. Shockingly, it still exists. I have no idea how it can possibly be profitable.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@olsonplanner It’s important to vet the source. Everything you write has examples, provides nuance and discusses trade-offs.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@courtranstrom She’s not wrong!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

Every morning at pre-k drop off is a Question of the Day for my kid.

Today’s answer was “Tio Albos” aka my bro Albert, a carpenter.

Seeing his name top of mind for her was touching. She is growing up surrounded by aunts, uncles, grandparents & cousins. Family is priceless.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

Today I went to speak to my old elementary school abt being a financial planner.

I didn’t learn about the profession until my first finance job. I was told it wasn’t a “good fit” for ME. You know, a poor Latina from the Southside.

Reminder to thank your haters for the fuel 🙏🏽

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@samueldeane Happy birthday and congratulations!! What a week!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@morganranstrom TY. I hope my kid can teach me Spanish! Mine is weak. I’m really considering working remotely from Mexico City or Oaxaca for a month this summer while she gets enrolled in an immersion program. I should enroll myself too 🫣

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@brianportnoy I met an advisor friend for breakfast after school drop off recently. It was us and all the retirees there. We both realized what we’ve been missing out on.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@courtranstrom @morganranstrom Aww, she calls you Tia! I love that!!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@karencoyne By the way, the very highly rated, Living Proof, makes my brunette hair look like I have extreme dandruff. Such a bummer!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@karencoyne Both important takeaways!

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@brianportnoy I’m busy that day.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@jennyrozelle Aww! You’re in Wabash, right? I have family who live there.

[Valerie Rivera, CFP® (she/her) @1GenWealth]

@zachary_ashburn I try my best to not be so cynical about financial services but they prove me right too often. Greed prevails.