A complete list of active advisors currently associated with Rivero CPA LLC

Warmer can help you find a great advisor at Rivero CPA LLC or one who fits your needs even better.

Rivero CPA, LLC provides financial planning and consulting and assists clients with the selection of third‑party investment advisers. The firm states it serves individuals, trusts, estates, charitable organizations, corporations and other business entities and does not provide portfolio management or custody services itself. Advice is delivered through a written financial plan following an initial consultation and information gathering, and recommendations are generally framed at the asset‑class level rather than as specific securities selections. The firm charges clients on an hourly basis for planning and may serve as a solicitor for third‑party advisers, reviewing those relationships while receiving referral compensation that could present a conflict of interest. Notable distinctions include that the firm is also a certified public accounting practice and the owner spends the majority of professional time on accounting services rather than portfolio management, a structure that is uncommon among firms in this category. The brochure discloses a prior regulatory order (2005) addressing disclosure and filing deficiencies, another feature that is relatively uncommon for firms of this type.

To learn more about the advisors currently working at Rivero CPA LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.