Personal Branding

Creating a cohesive and impactful brand for a Financial Planner

Stakeholders

Common Design Management

Rivero Financial Planning

Project Role

Design Manager

Tools Used

Figma

Illustrator

Photoshop

Midjourney

Key contributions

Brand Discovery

Competitor Analysis

Logo mark

Copywriting

Promotional materials production.

Style Guide

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.

Brand discovery

During discovery, I focused on defining key brand attributes to shape the overall essence of the brand and define the visual identity.

Through multiple discussions, I found that the image of an open book symbolized well Rivero’s philosophy of trust and transparency, and that could be combined with the image of mangrove roots to speak of Rivero’s personal journey.

Value proposition

The value proposition centered on designing a unique and recognizable logo and visual identity that reflected resilience, transparency, and adaptability.

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

The brand emphasizes trust, transparency, and adaptability, projecting a warm and approachable personality.

The logo makes use of visual keys like the open book to echo transparency and mangrove roots for resilience.

The color palette features blue shades, to evoke stability, trust, and security.

Touch points are 360, encompassing print and digital collateral.

Brand voice is warm, informative, and empathetic, speaking directly to the needs and aspirations of the target audience.

Brand brief

The brand style guide documents all the brand identity elements.

Style Guide

Solutions

The creation of the Rivero Financial Planning Brand was defined by the core values of resilience, transparency, and adaptability.

Consistent branding across all touch points ensures brand recognition and reinforces our brand promise. This solution will help establish the Rivero Financial Planning Brand as a standout choice in the competitive financial planning industry..

Creating a cohesive and impactful brand for a Financial Planner

Stakeholders

Project Role

Tools Used

Key contributions

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.

Brand discovery

During discovery, I focused on defining key brand attributes to shape the overall essence of the brand and define the visual identity.

Through multiple discussions, I found that the image of an open book symbolized well Rivero’s philosophy of trust and transparency, and that could be combined with the image of mangrove roots to speak of Rivero’s personal journey.

Value proposition

The value proposition centered on designing a unique and recognizable logo and visual identity that reflected resilience, transparency, and adaptability.

The brand emphasizes trust, transparency, and adaptability, projecting a warm and approachable personality.

The logo makes use of visual keys like the open book to echo transparency and mangrove roots for resilience.

The color palette features blue shades, to evoke stability, trust, and security.

Touch points are 360, encompassing print and digital collateral.

Brand voice is warm, informative, and empathetic, speaking directly to the needs and aspirations of the target audience.

Brand brief

The brand style guide documents all the brand identity elements.

Style Guide

Solutions

The creation of the Rivero Financial Planning Brand was defined by the core values of resilience, transparency, and adaptability.

Consistent branding across all touch points ensures brand recognition and reinforces our brand promise. This solution will help establish the Rivero Financial Planning Brand as a standout choice in the competitive financial planning industry..

Editorial | Guia Prestigio