Rivero CPA is a registered investment advisor and certified public accounting firm based in Westfield, New Jersey, operating since 2001. Rivero CPA offers personalized financial planning and consulting services, covering areas such as retirement planning, estate planning, tax planning, insurance planning, and business succession planning. Rivero CPA also provides guidance on selecting third-party investment managers if clients want a professional to manage their portfolios. Rivero CPA does not manage investment portfolios directly or exercise authority to make trades without asking first. Clients can also utilize Rivero CPA for traditional accounting and tax preparation services, though advisory and accounting services are kept separate.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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