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Julio R
CFP®, Series 65, Series 63
Orlando, FL
Green Beret Financial Planning
Julio Rivera is a CFP® with six years of industry experience, currently serving as the principal advisor at Green Beret Financial Planning in Orlando, FL. He has prior experience at Primerica Advisors and maintains an active role in the U.S. Army. Rivera is also the owner and bilingual financial coach of Morrow Group, Inc., dedicating approximately half of his time to this non-investment-related financial education business. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a portfolio strategy using exchange-traded funds, mutual funds, individual stocks, and bonds, combining fundamental and technical analysis with a generally long-term approach while allowing for active trading as needed.
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