On today's episode, I connect with owner and founder of 1st Gen Wealth, Valerie Rivera CFP. As a native Chicago-an, she has been in the wealth management industry for over ten years and was the first of many in her family. She is using her many years to help her clients be generational stewards. We talk through:
Her early memories of money
Background in wealth management
Taking the risk and betting on herself starting her own practice, 1st Gen Wealth
I want to thank Valerie for coming on the show and sharing her story. Go give her a follow!
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