Casey Riviezzo, CFP®
Assistant Vice President
Based in one of our NYC offices, Casey assists with the financial planning & investment needs of clients as an assistant vice president & advisor. 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. 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
