Episode 145

full
Published on:

25th Apr 2022

Building a Financial Planning Firm with Valerie Rivera

Growing up, we often looked up to those that have achieved what we aspire to be– but for minorities, it can be hard to progress in a world where we don’t see people of color succeed, or we find that they have much bigger hurdles to overcome. It can be intimidating, but that is exactly why we need to face these issues and create the space for change to take place.

For this week, I'm joined by Valerie Rivera, a certified financial planner who risked everything to start her own firm. As first-generation money, the risk she took is something I’m sure a lot of us are familiar with at different scales.

Join our conversation as Valerie shares with us important parts of her journey I’m sure you’ll resonate with!


Highlights

>> How Valerie started her financial planning journey

>> Striking a balance between being authentic and financial gains

>> Being the first generation money


Connect with Susanne:

>> LinkedIn | Valerie A. Rivera, CFP®


If you loved this episode, you have to listen to these episodes as well: 

>> Episode 88: Success for Minority Teens with Carlos Gomez

>> Episode 85: Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad

>> Episode 68: Making the Financial Industry More Inclusive with Lazetta Braxton

 

 I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.


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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.