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About Us
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Joseph Portello
Co-Founder and Financial Advisor*
Joseph Portello is a Financial Advisor and Co-Founder of The Firm Financial Group, LLC, where he advises affluent families, closely held business owners, executives, and institutional leaders on advanced wealth strategy and long-term legacy planning.
Born and raised on Long Island, New York, Joseph’s foundation was shaped by discipline, resilience, and loyalty. At 16, his family relocated to Las Vegas — a pivotal experience that strengthened his independence and work ethic. While attending community college, he began working at Blondies Sports Bar, rising from entry-level responsibilities to Kitchen Manager at 18 and soon after to General Manager of one of their locations. Leading teams and overseeing full operational responsibility at a young age instilled in him a results-driven mindset grounded in ownership and accountability.
At 24, Joseph entered the financial services industry, obtaining his insurance license and committing fully to a career built on long-term relationships and measurable impact. After returning to New York in 2016, he joined New York Life in 2017 — a firm he considers his professional home — where he established a reputation for conviction, strategic thinking, and disciplined execution.
Today, Joseph works with high-net-worth individuals and large businesses requiring sophisticated, integrated planning. His advisory process incorporates investment management, risk mitigation, tax-aware strategies, executive compensation planning, and generational wealth structuring. He is known for delivering clarity in complex situations and aligning financial strategy with what matters most — family, control, and legacy.
Joseph also works closely with law enforcement agencies throughout the Tri-State area, a community he deeply respects. Supporting those who serve and protect their communities is a responsibility he values and a relationship he is proud to maintain.
A proud Italian-American and devoted father to his two daughters, Lucia and Siena, Joseph believes wealth carries responsibility — not only to grow and protect it, but to steward it thoughtfully across generations.
Outside of his practice, Joseph maintains the same discipline he brings to his clients’ portfolios. He trains regularly in the gym, enjoys boxing and time in the sauna, appreciates a good cigar, and is a loyal fan of the Giants, Mets, and Nets.
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Cyrielle Rivera
Co-Founder and Financial Advisor*
Cyrielle Rivera is a Financial Advisor and Co-Founder of The Firm Financial Group, LLC. Bronx-born and proudly Dominican and Puerto Rican, she has spent more than 12 years advising professional women, families, and business owners on strategic wealth planning, retirement income design, and long-term legacy building — empowering them to achieve clarity, confidence, and long-term financial security.
Cyrielle graduated cum laude from New York University with a degree in Psychology, an academic foundation that continues to shape her approach to financial planning. She understands that financial decisions are deeply personal and often emotional, and she integrates behavioral insight with disciplined strategy to help clients make informed, confident choices.
She is a proud member of the Million Dollar Round Table (MDRT), a global association recognizing excellence in the financial services profession. Cyrielle holds the Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®) designations, equipping her with advanced expertise in estate planning, retirement income strategies, and risk management. As a fiduciary, she is committed to acting in her clients’ best interests at all times.
Cyrielle believes financial planning is about more than accumulating assets — it is about creating freedom, preserving legacy, and maintaining control over one’s future. She especially loves working with professional women who are building successful careers and want a strategic partner to help them elevate, protect, and intentionally grow their wealth.
Supported by a dedicated internal team and a network of top-tier investment consultants and estate planning professionals, Cyrielle delivers personalized strategies designed to evolve alongside her clients’ lives and goals.
A strong proponent of philanthropy and community involvement, Cyrielle leads the volunteer program at the New York Life Manhattan General Office and is deeply committed to giving back. She believes success carries responsibility and values creating meaningful impact both inside and outside of her practice.
Outside of her professional work, Cyrielle values balance and creativity. She enjoys boxing as a way to stay disciplined and energized, is an avid reader who is always learning, and loves expressing her creativity through pottery and in the kitchen — whether cooking a new dish or baking fresh bread at home. She also cherishes time spent with her two cats, Chianti and Penne, and her dog, Henry.