Valerie Rivera, a financial planner and first-generation American wealth builder, shares with CNBC her thoughts on improving access to quality financial advice.
Valerie Rivera, CFP, is the founder of FirstGen Wealth, a virtual, fee-only, financial-life planning practice founded by a first-generation American wealth builder.
Rivera recently shared her thoughts and expertise on several topics ahead of the CNBC FA Summit on October 12. Join CNBC's Financial Advisor Summit on Oct. 12, where we'll talk with top advisors, investors, market experts, technologists and economists about what advisors can do now to position their clients for the best possible outcomes as we head into the last quarter of 2023, and face the unknown in 2024. Learn more and
So, advisors, let's open our website homepage and ask a critical question: 'Who does my site truly speak to?' Are we addressing the real questions and concerns of our audience, using the language they use? Are we genuinely equipped to guide them through their financial journey?
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