Eric Rivero

Eric Rivero is a dedicated financial advisor with a passion for helping individuals and families secure their futures through comprehensive insurance solutions. Entering the financial industry in 2018 with Insight Private Wealth, Eric began his career in various roles, building a strong foundation in client relations and financial services. Since he entered the financial services industry, he initially served as a client associate, where he honed his skills in helping managing client portfolios, providing administrative support, and ensuring seamless communication between advisors and clients. This experience laid the groundwork for a deeper dive into specialized insurance products, marking a natural progression in his professional journey.

Licensed in insurance for over three years, Eric specializes in a wide array of life insurance products, including term, whole, and universal life policies tailored to meet diverse needs. His expertise extends to long-term care insurance, designed to protect clients against the high costs of extended medical care, as well as health plans such as Medicare Advantage and supplemental options that provide additional coverage for healthcare expenses not covered by traditional Medicare. Eric stays abreast of industry regulations and product innovations to offer clients the most up-to-date and effective solutions.

What sets Eric apart is his unwavering commitment to detail-oriented service and client-centric approach. Customer service is always his top priority, with a genuine desire to do what's best for each client by thoroughly assessing their unique situations and recommending personalized strategies. Whether navigating complex policy options or addressing concerns with empathy and precision, Eric builds lasting relationships based on trust, transparency, and excellence in every interaction.

Eric attended Florida Atlantic University where he earned his Bachelor of Science degree with a major in Finance and minors in Economics and Real Estate. He currently holds his Series 63 and 65 licenses, as well as his insurance 215 license (Health, Life and Annuities) in the state of Florida. He is currently also licensed in the states of North Carolina, Pennsylvania and Virginia.

Insight Private Wealth provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC, and Insight Private Wealth are not affiliated companies.