Barbara Rizvi, CFP®
Barbara Rizvi, CFP®
Barbara serves as a Financial Planner for FNBO’s Wealth Management division. She specializes in providing comprehensive and personalized financial planning that incorporates investment, retirement, tax, protection and estate planning strategies.
Credentials
Barbara earned her Bachelor of Business Administration in Finance from Texas Christian University. She spent 20 years of her career in corporate finance before deciding to pursue a more rewarding path of financial planning for individuals.
Barbara is a CERTIFIED FINANCIAL PLANNER® and is actively involved with the Financial Planning Association of Nebraska.
Passions
Barbara’s passion for helping people make informed financial decisions reaches beyond the office. She is an active volunteer and board member of Volunteer’s Assisting Seniors, a local non-profit and regional SHIP office committed to making sure all seniors receive unbiased education and information regarding Medicare (benefits, enrollment, problem resolution) and property-tax relief through Nebraska’s Homestead Exemption program. She is also active on the board of her homeowner’s association and SID.
Family time is spent exploring the world with her husband, trying to master her vegetable gardening and landscaping craft, and wrangling her two rowdy pups.
The Chartered Financial Consultant® and ChFC® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.