Voice Wealth Management

www.voicewealth.com

Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management. Think of Voice Wealth Management as the personal CFO for your finances. President and Founder Russell D. Rivera enjoys serving those in New York City and beyond. Voice helps clients make better financial decisions so they can spend less time worrying about their money and more time focusing on the things that matter most to them. Russell D. Rivera, CFA, CFP® Founder and President Russell D. Rivera is the Founder and President of Voice Wealth Management (Voice). He also likes to think of himself as a Personal CFO and Financial “Therapist” for entrepreneurs, young professionals, and their families. This is a demographic that is traditionally underserved by existing financial service businesses. He helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to the individual client's financial priorities and experiences. Please visit our website at www.voicewealth.com. Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Voice Wealth Management are not affiliated.

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Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management. Think of Voice Wealth Management as the personal CFO for your finances. President and Founder Russell D. Rivera enjoys serving those in New York City and beyond. Voice helps clients make better financial decisions so they can spend less time worrying about their money and more time focusing on the things that matter most to them. Russell D. Rivera, CFA, CFP® Founder and President Russell D. Rivera is the Founder and President of Voice Wealth Management (Voice). He also likes to think of himself as a Personal CFO and Financial “Therapist” for entrepreneurs, young professionals, and their families. This is a demographic that is traditionally underserved by existing financial service businesses. He helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to the individual client's financial priorities and experiences. Please visit our website at www.voicewealth.com. Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Voice Wealth Management are not affiliated.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****

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