Russell D. Rivera, CFA, CFP® is the Founder and President of Voice Wealth Management. He sees himself as a Personal CFO and Financial “Therapist” for entrepreneurs, young professionals, and their families. He believes that by getting started making better financial decisions as soon as possible that his clients will be able to lead more fulfilling, less stressful lives. Russell graduated with a BA in Economics from Harvard University, was granted his CFA Charter in 2007 and became a CFA certificant in 2016. He spends most of his weekends as the bench coach for his son’s baseball team.
About our discussion he asks, "Have you noticed that many commercials from financial services companies seem to be more focused on your financial picture is part of your overall well-being? While wellness of the body and mind have already been part of corporate wellness programs, companies are also seeing additional benefits in helping their employees with financial wellness. Providing an optional retirement plan may no longer be sufficient to attract new hires and maintain employees, but companies that are on this new benefits frontier may be able to get more out of their workers. Listen to this program to find out more about this new frontier and see how it might add to a business enterprise."
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