Colorado-Based Financial Advisor

Real Guidance.
No Pressure.
Just Clarity.

Insurance and financial guidance designed to bring clarity, reduce stress, and help you build a legacy you can pass on — for you, your family, and your business.

Orientación financiera diseñada para traer claridad y construir un legado duradero.

Book Free Consultation Explore Services
Trusted:
Financial Advisor Licensed Insurance Pro Multi-State Licensed Community Advocate Retired Army Veteran
🛡️

Protect

Build coverage that supports your life, not just checks a box. Make decisions with true confidence.

📚

Plan

Comprehensive strategies for the milestones that matter most — retirement, education, estate, and beyond.

💡

Build

Take control of your finances with clarity. Grow wealth intentionally — for your family and your future.

Adelmarie Rivera
Adelmarie
Rivera
Meet Your Advisor

A Trusted Partner for Your Financial Journey

I help individuals, families, and business owners build secure futures through personalized strategies, honest guidance, and ongoing support — at every stage of life.

  • Financial Representative at Mutual of Omaha Advisors
  • Licensed Insurance Professional
  • Multi-state licensed
  • Member, Colorado Springs Hispanic Chamber of Commerce
  • Member, Pueblo Latino Chamber of Commerce
  • Member, United States Hispanic Business Council
"My philosophy is simple: your financial plan should reflect your values, goals, and dreams. I believe in building lasting relationships based on trust, transparency, and a genuine commitment to your success."
What I Offer

Solutions Tailored to Your Life

Whether you're protecting your family, planning for retirement, or growing your business — I have a strategy designed for you.

Personal Protection

Life, health, disability, and property coverage designed to fit your life, your goals, and your reality.

  • Life insurance planning
  • Disability income protection
  • Long-term care planning
  • Health insurance guidance
  • Medicare Solutions
  • Personal property coverage
  • Pet insurance
Get covered →

Financial Planning

Comprehensive strategies for retirement, education funding, and achieving your financial milestones.

  • Retirement income planning
  • College savings strategies
  • Tax-efficient investing
  • Estate planning coordination
  • Budgeting & debt management
  • Financial education workshops
Start planning →

Business Solutions

Tailored financial and insurance solutions for business owners and their employees.

  • Key person insurance
  • Business continuity & succession
  • Employee benefits design
  • Business risk protection
  • Employer-sponsored retirement plans
  • Financial planning for owners
Protect your business →
Why Bellona

You Deserve a Trusted Advisor, Not a Salesperson

Here's what you can expect when you work with me.

🎓

Education-first approach

I explain every option clearly so you can make decisions with confidence — never pressure.

🤝

Personalized strategies

No cookie-cutter plans. Every recommendation is built around your specific life and goals.

🔄

Ongoing support & reviews

Life changes — your plan should too. I stay by your side with regular check-ins and adjustments.

💬

Transparent, clear communication

No hidden fees, no jargon. Just honest conversations about what works for you.

🌎

Bilingual support (EN/ES)

Serving English and Spanish-speaking families with the same care and clarity.

Your financial future starts with one conversation.

No commitment. No pressure. Just an honest, friendly meeting to learn about your goals and how I can help.

Free
Initial consultation
100%
Personalized plans
Multi-State
Licensed coverage
EN + ES
Bilingual service
Book Free Consultation
How It Works

A Simple, Transparent Process

Designed around your needs — from our first conversation to your ongoing success.

1

Schedule a Consultation

Book a free initial meeting to discuss your financial situation, goals, and any questions you have.

2

Financial Review

We analyze your current position — assets, liabilities, coverage gaps, and future objectives.

3

Custom Strategy

Receive a personalized plan tailored to your unique needs, values, and timeline.

4

Ongoing Support

Regular reviews and adjustments to keep your plan aligned with your life as it evolves.

Securities & Advisory Services

Financial Advisor for Mutual of Omaha

Adelmarie Rivera is a Financial Representative with Mutual of Omaha Advisors, offering securities and advisory services through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC — delivering the strength and reliability of a nationally trusted carrier to every client.

View My Advisor Profile →

Member FINRA/SIPC. Securities offered through Mutual of Omaha Investor Services, Inc.

Ready to Take Control of Your Financial Future?

Let's create a plan that gives you clarity, confidence, and peace of mind.

Schedule Your Free Consultation
Get In Touch

Let's Start a Conversation

Fill out the form below or reach out directly. I'll get back to you within 24 hours.

Phone

719.722.6864

Address

685 Citadel Dr E, Suite 122A
Colorado Springs, CO 80909

Office Hours

Mon–Fri: 9am–5pm (by appointment)
Saturday mornings available with coordination

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC. Adelmarie Rivera, Representative. Bellona Financial Solutions and Mutual of Omaha Investor Services Inc. are not affiliated.

Book Your Free Consultation

No commitment. Just a friendly conversation about your goals. / Sin compromiso — solo una conversación amigable.

🔒 Your information is private and will never be shared or sold.

✅

Message Received!

Thank you for reaching out. I'll be in touch within 24 hours.

Gracias — estaré en contacto pronto.