Building Your Financial Future Together
YOUR MONEY, YOUR FUTURE, YOUR PARTNER, YOUR VOICE
Voice Wealth Management (Voice) is an independent financial services firm serving professionals, entrepreneurs, and families in New York City and beyond. We understand that trusting someone with your finances is a big step, so we prioritize transparency, integrity, and a personalized approach in everything we do. Our mission is simple: to help you follow through on your financial commitments by showing you the steps you need to take and regularly reviewing your progress—so you can focus on what matters most in life.
At Voice, there are no asset minimums. Whether you’re just starting or well-established, we believe everyone deserves access to quality financial advice. We know that money can be emotional, and we’re here to guide you through those emotional aspects with the care and attention you deserve. Think of us as your personal CFO, helping you manage your finances like the business they are, so you can live the best life possible with the money you have.
Meet Russ
Russell D. Rivera, CFA, CFP®, is the Founder and President of Voice Wealth Management, where he serves as a personal CFO for busy professionals, entrepreneurs, and their families. Focusing on helping clients make informed decisions about saving, investing, and planning, Russell aims to provide a personalized approach to financial management that reflects each client’s unique priorities and experiences.
Russell graduated from Harvard University with a degree in Economics in 2000, launching his career as an AMEX floor specialist and trader with Goldman Sachs. After seven years in trading, Russell joined APB Financial Group as Head Trader and Market Strategist, where he developed his investment philosophy. In 2007, he earned his CFA® Charter, and in 2016, he achieved the CERTIFIED FINANCIAL PLANNER™ designation.
In addition to his work at Voice Wealth Management, Russell is deeply committed to community service. He serves as treasurer and board member for Y-Apply, a nonprofit organization dedicated to helping high-achieving public school students navigate college applications. He is also an active member of the Financial Planning Association, the Manhattan Chamber of Commerce (where he chairs the Entrepreneurship Council), and the National Association of Divorce Professionals.
On a personal note, Russell is a devoted family man. He is often supporting his son’s college baseball dreams, organizing community events, or volunteering at his child’s school. A baseball, poker, and golf fan, Russell brings the same level of focus and dedication to his personal life as he does to his clients’ financial well-being.
Russell D. Rivera, CFA, CFP®
Founder and President
As Seen In
Making a Difference Beyond Finance
Our Commitment
Voice Wealth Management is committed to making an impact that goes beyond your portfolio. Your financial well-being is our priority, but we also recognize that wealth encompasses more than just money—it’s about the life you live, the family you support, and the community you contribute to.
We are here to help you manage your wealth, no matter where you start. Whether building from scratch or managing established assets, our no-asset minimums policy ensures that financial planning is accessible to everyone. Even if your wealth is negative due to student loans or other debts, we believe that no one should feel that they can’t get or don’t deserve help managing their finances. You still have financial goals worth managing, and we’re here to help you pursue them.
Transparency & Accountability: We work with you, not just for you, ensuring that you always understand your financial plan and the steps needed to pursue it. We regularly review your progress and adjust as needed to keep you on track.
Our guiding principles and pledge to you shape our approach:
Family-focused: Russell, who was supported by family, puts family first in both his personal life and his business. When you work with Voice, you become part of the family, and we make it our job to ensure you live the best life possible with the money you have.
Emotional Aspects of Money: Money is personal and emotional, and those emotions can sometimes cloud decision-making. While we aren’t therapists, we understand the emotional side of finances and help you navigate it with empathy and clarity.
Entrepreneurial Mindset: We approach your finances with the same strategic focus as a business, with you as the key decision-maker. Acting as a CFO to your family “business,” we provide the expertise to help you make sound financial decisions and pursue your goals.
Expertise & Education: Russell’s ongoing commitment to learning, deep industry expertise, and extensive professional experience uniquely position him to understand your needs and provide thoughtful, research-driven advice to help you work toward consistent performance.
Ethics & Integrity: Voice operates with the highest standards of ethics and professionalism. We adhere to a strict Code of Ethics and Professional Responsibility, ensuring that every decision we make is aligned with your best interests and free from any conflicts.
Through our Community Impact Initiative, we also dedicate our time, expertise, and resources to causes that matter. We proudly support organizations like:
Y-Apply, Inc.
Manhattan Chamber of Commerce
National Association of Divorce Professionals
At Voice Wealth Management, we believe that wealth is more than just financial—it’s the positive impact we can create together for our clients and our communities.