Lourdes Borr is a registered investment advisor at Rivero CPA LLC, based in Westfield, NJ, with 22 years of industry experience. Lourdes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Hourly financial planning and consulting — $95 per hour, with the total cost and time estimated at the start of the engagement based on the complexity of your situation. This covers advice on specific topics like retirement, estate, tax, insurance, and business succession planning.
Hourly Rate:$95/hr
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Location
Westfield, NJ
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2005Final
Employment History
Current Registrations
Rivero CPA LLC
August 2004 - Present · 22 yrs 2 mos
State Registrations1 state
NJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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