Branding | Rivero Financial Services — Ana Mosquera

Rivero Financial Planning

Florida, US

Personal Branding for a Financial Planner

Role

Brand Designer: Responsibilities included leading brand discovery, creating the logo mark, copywriting, and all promotional materials.

Tools

Photoshop
Illustrator

Luis Rivero is a global thinker with a remarkable journey, having lived and thrived in seven countries, including Venezuela, Italy, the United States, Holland, Germany, Mexico, and now Costa Rica. His early exposure to multicultural environments has honed his ability to effortlessly collaborate with diverse teams. Throughout his professional career, Luis has consistently stood out and achieved remarkable success, making him a standout figure in cross-cultural contexts. His adaptability, international experience, and outstanding accomplishments make him an exceptional leader in navigating and excelling in the global business landscape.

Project goals

The project's goal was to position Luis Rivero as a leading cross-cultural financial planner through a distinctive personal brand identity. Emphasizing his diverse experiences working with multicultural teams in different countries, the brand mark symbolized his growth and journey. The brand design aimed to be versatile, adapting seamlessly to print materials like business cards and letterheads, as well as online platforms such as LinkedIn, Twitter, and other relevant channels. By creating a cohesive and impactful brand, the project sought to enhance Rivero's professional career and establish him as a respected authority in the global business community.

Brand discovery

During the brand discovery phase, we focused on defining key brand attributes that would shape the overall essence of the Rivero brand. This process guided us in establishing the brand's visual identity, tone, and demeanor.

To facilitate our discussions about brand styles and goals, I developed a questionnaire that allowed us to explore various concepts. Through these discussions, we found that the image of mangrove roots perfectly embodied Luis Rivero's resilience and echoed his personal journey. Additionally, we emphasized the idea of projecting trust, symbolizing it as an open book, to highlight his transparency and credibility.

Value proposition

Defining the brand’s core values as resilient, transparent, and adaptable was a crucial step in creating a strong personal brand for Rivero Financial Planning’s business, setting it apart in the competitive financial industry. The value proposition centers on designing a unique and recognizable logo and visual identity that reflects these values, evoking a personalized, reliable, and credible image that builds trust with clients. A well-crafted logo ensures brand memorability and recognition, leaving a lasting impression on the target audience and distinguishing the financial planning business as a standout choice.

Inspiration images: Mangrove, book, curved architecture detail, growing plant.

Rivero Financial Planning, led by global thinker Luis Rivero, serves individuals, families, and businesses with cross-cultural needs. The brand emphasizes trust, transparency, and adaptability, projecting a warm and approachable personality. The logo combines mangrove roots for resilience and an open book for transparency, reflecting the brand's values. The color palette features soothing blue shades, evoking stability, trust, and security. Rivero Financial Planning promises a personalized and transparent financial planning experience, empowering clients in the global landscape. Touchpoints encompass print collateral, social media, and events. The brand distinguishes itself through cross-cultural expertise, forging trusted partnerships in the ever-evolving financial industry.

Brand brief

The brand style guide is a comprehensive reference to ensure cohesive and impactful branding for Rivero Financial Planning. Brand voice is warm, informative, and empathetic, speaking directly to the needs and aspirations of the target audience. The brand shares content with valuable financial insights, tips, and client success stories to build engagement.

Style Guide

Our Solutions

The creation of a compelling personal brand for Rivero Financial Planning was achieved through a thoughtful and strategic approach. By defining the core values of resilience, transparency, and adaptability, we crafted a unique visual identity that reflects the brand's essence. The soothing blue color palette adds a touch of stability and trust, while the warm and empathetic tone in communication fosters a strong client connection.

Consistent branding across all touchpoints ensures brand recognition and reinforces our brand promise. This comprehensive solution establishes Rivero Financial Planning as a standout choice in the competitive financial planning industry, resonating with clients seeking a trusted and impactful partner for their financial goals.

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