Justin Rivera

Lead Planner

Justin Rivera is a lead planner, CFA Level III candidate, and holds his CERTIFIED FINANCIAL PLANNER™ designation. Justin has 5 years of experience in financial services which includes time spent as a high-net-worth advisor and most recently as a project manager on an ultra-high-net-worth client team. He is passionate about financial planning and loves helping clients live the lives they dream of. Outside of the office, Justin enjoys skiing, golfing, playing ice hockey, watching sports (especially of his alma mater, University of Michigan), exploring the great outdoors and spending time with his wife, Kaelyn, and Goldendoodle, Butters, in their new home state of Colorado.

Education: University of Michigan (BA)

"Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do." - Mark Twain

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Get to know Justin

Kaelyn and I on the night of our wedding, look at that sunset!

Skiing with Kaelyn in Keystone.

Playing in the championship game of the U.S. Pond Hockey Championship in Lake Nokomis Park, MN.

Camping with Butters at the Mogollon Rim in Payson, Arizona.

What's the best meal you've ever had?

IL BUCO (off the coast of Sorrento, Italy) after proposing to my wife.

What's your secret talent that no one knows about?

I once trained for a Brazilian jiu-jitsu tournament with a UFC lightweight champion and won a silver medal.

If you could visit anywhere in the world you've never been, where would you go?

The Philippines.

What was the best concert you ever attended?

Dave Matthews Band at Fiddler’s Green Amphitheater.