Meet Our Members
Oriana Rivera
Financial Planner
Business Name: Rivera Financial Strategies
Email: odvelasquez@ft.newyorklife.com
Website: www.riverafinancialstrategies.com
Astrological Sign: Taurus
Social Media:
LinkedIN: https://www.linkedin.com/in/oriana-rivera-4081b7b0/
About Oriana
Oriana Rivera is a Financial Planner and co-owner of Rivera Financial Strategies. After beginning her career as a classroom teacher, she realized she wanted to continue educating others in a new way—one that would allow her to make a lasting impact on individuals and families. She joined her husband's financial planning practice, and together they now help clients create personalized financial strategies for every stage of life.
Oriana's background in education gives her a unique approach to financial planning. She believes every client deserves to understand their options and feel confident in the decisions they make. Whether working with business owners or growing families, she is passionate about helping people protect what they've built and plan intentionally for the future.
Services & Offerings
Financial planning for business owners
Financial planning for individuals and families
Retirement planning
Protection planning
Long-term wealth-building strategies
Personalized financial education and guidance
Complimentary Consultation
Your first meeting is always complimentary and comes with no obligation. The goal is to learn about your financial goals, answer your questions, and determine whether Rivera Financial Strategies is the right fit to help you create a plan for your future.
What Makes Rivera Financial Strategies Special
Rivera Financial Strategies believes financial planning should be personal, educational, and empowering. Rather than focusing solely on products or numbers, Oriana takes the time to help clients understand their options and develop strategies that align with their values and long-term goals. Every relationship is built on trust, education, and a commitment to helping clients protect what matters most while creating confidence for the future.