Casey Riviezzo, CFP®

Casey Riviezzo is a Certified Financial Planner^® who brings clarity and structure to the financial lives of accomplished professionals. With a background in finance and a deep appreciation for thoughtful planning, she helps clients navigate complex decisions, from retirement strategy and cash flow optimization to aligning wealth with long-term goals.

Her approach is grounded in trust, initiative, and meaningful connection. Casey listens closely and offers advice tailored to each client’s lifestyle and values. She’s known for making the financial picture feel more manageable, while helping clients move forward with confidence and purpose.

Casey’s interest in finance began early, shaped by everyday conversations with her CPA father and a natural curiosity about how money works. That foundation led her to Fairfield University and into a career where she could combine technical expertise with personal impact.

At Wealthspire, Casey is supported by a collaborative team and empowered to focus on what matters most: her clients. She’s proud to be building a practice rooted in long-term partnership.

Originally from Long Island, Casey now lives in New York City. Outside of work, she enjoys spending time with family, playing tennis, and traveling.

Previous Experience

• Client Service Associate at Lenox Wealth Advisors
• Intern at Interlock Financial
• Intern at Rynkar, Vail & Barrett, LLP

Education & Credentials

• BS, Fairfield University, Finance, minor in Business Analytics
• CERTIFIED FINANCIAL PLANNER^®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.