Cfp® Adam G. Rivera

Adam G. Rivera, CFP®, CLU®, ChFC®, is a Financial Advisor at the JMR Wealth Management Group at UBS Financial Services, where he specializes in creating long and medium-term financial plans for high-net worth and ultra-high net worth clients.

Adam is dedicated to helping clients achieve their financial goals, whether it's securing funding for education, planning for retirement, or creating a lasting legacy for their families. He is committed to providing tailored solutions that offer resources and confidence to his clients.

With a robust set of licenses including Series 7, 66, 63, and 31, Adam is equipped to offer a wide range of financial products and services, including life, accident and health insurances, and variable annuities.

Prior to his role at UBS, Adam gained experience as an Associate in the Fixed Income Division of J.P. Morgan Chase Investment Bank, honing his expertise in financial markets.

Adam holds a Bachelor of Science degree in Finance from the Evian K. Haub School of Business at St. Joseph's University in Philadelphia. He was a prominent member of the university's Division 1 baseball team and remains active in alumni affairs, contributing to the Saint Joseph's University New York City Council.

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