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Cfp® Adam G. Rivera

CERTIFIED FINANCIAL PLANNER™ at UBS Wealth Management - Educator - SJU Hawks Fan

Adam G. Rivera, CFP®, CLU®, ChFC®, is a Senior Vice President and Financial Advisor at the JMR Wealth Management Group at UBS Financial Services.1 He specializes in creating long and medium-term financial plans for high-net worth and ultra-high net worth clients, as well as helping entrepreneurs manage both their business and personal finances.1

Rivera began his financial services career in 2010 at J.P. Morgan Chase and joined UBS in March 2013.1 He holds multiple professional designations, including Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®). He is licensed with Series 7, 66, 63, and 31, and can offer life, accident and health insurances, and variable annuities.1

A graduate of St. Joseph's University in Philadelphia with a Bachelor of Science degree in Finance, Rivera was a former starting pitcher for the university's Division I baseball team. He remains actively involved with his alma mater, serving on the New York City Alumni Chapter Committee to raise scholarship funds for students.1

In recognition of his professional achievements, Rivera was named to Forbes America's Top Next-Gen Wealth Advisors Best-in-State list in 2022.1

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Cfp® Adam G. Rivera
Cfp® Adam G. Rivera, photo 1
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Location

Greater New York City Area