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Julio R
CFP®, Series 65, Series 63
Orlando, FL
Green Beret Financial Planning
Julio Rivera is a CFP® professional with six years of experience in financial advising. He is the founder of Green Beret Financial Planning and also serves as the owner and bilingual financial coach of Morrow Group, Inc. Rivera has prior experience with Primerica Advisors and has served in the U.S. Army since 2015. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, low-cost mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis with a generally long-term approach while maintaining flexibility for active trading.
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