Lenet Rivas

Associate Director, Wealth Advisor

Lenet is an Associate Director, Wealth Advisor at Cresset. In her role, Lenet focuses on understanding clients’ financial goals to develop sophisticated plans that can provide them with financial reassurance.

Prior to joining Cresset, Lenet served as an Assistant Branch Leader at Fidelity Investments, where she supervised a team of fourteen associates and ensured adherence to all compliance related matters. Previous to her leadership role, Lenet served as a Financial Consultant for Fidelity and worked alongside clients to help them plan for successful retirements. She thoroughly enjoyed understanding clients’ needs and lifestyle goals and crafting a personalized financial plan.

Lenet graduated from Florida State University with a Bachelor of Science degree in English education. She earned her master’s degree in higher education from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™. Lenet was also a Captain with the Georgia Army National Guard, serving for eight years.

Lenet enjoys learning and taking on new hobbies in her free time. Her most recent adventures include learning to ski and surf. When she is not traveling, Lenet spends most of her free time playing tennis, practicing yoga, brewing perfect shots of espresso, and cuddling with her two dogs, Stella, and Herb. She and her partner, Grey, are also avid college football fans.

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