Cyrielle Rivera, RICP®, CLU® in

Cyrielle Rivera, RICP®, CLU®

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Co-Founder at The Firm Financial Group, LLC
📍 New York City Metropolitan Area, United States

Cyrielle Rivera is the Co-Founder and a Financial Advisor at The Firm Financial Group, specializing in strategic wealth planning for professional women, families, and business owners. A cum laude graduate of New York University with a degree in Psychology, she integrates behavioral insights into her financial strategies to empower her clients.

Outside of work, Cyrielle is an avid reader who enjoys boxing to stay energized and expresses her creativity through pottery and cooking. A strong proponent of community involvement, she leads the volunteer program at the New York Life Manhattan General Office and is a pet owner to two cats and a dog.

She was named one of the "Best-in-State Financial Security Professionals" by Forbes.

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Experience
13 Years
Current Role
Co-Founder
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Cyrielle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cyrielle cares about

Legacy Building
Her work focuses on advising clients on strategic wealth planning, retirement income design, and long-term legacy building to ensure financial security for generations.
Behavioral Finance
Her psychology degree from NYU shapes her financial planning approach, as she understands that financial decisions are deeply personal and often emotional.
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Career

Work history

1-2026
Co-Founder
The Firm Financial Group, LLC
1-2022
Financial Adviser
Eagle Strategies LLC
4-2014
Registered Representative
NYLIFE Securities LLC
6-2013
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2009 - 2013
Bachelor's
New York University
2004 - 2009
High School
Mount Olive Highschool
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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