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Otto Rivera
Professional designations
CFP, RFC
Firm or Broker/Dealer name
Mindful Wealth, LLC
States licensed in
St. Cloud
,
Florida
Areas of expertise
Languages spoken
English
Spanish
Areas of Expertise
Financial Planning
Education/College Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Time Zone
Otto Rivera, CFP®, EA, is a Financial Planner and Investment Advisor based in Orlando, Florida. His firm, Mindful Wealth LLC, focuses on comprehensive financial planning and investment management for professionals, families, and women.
He is an Enrolled Agent admitted to practice before the IRS and owns Emergent Tax Services LLC, a tax preparation and consulting firm.
He currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those who support the financial planning process.
He is a CERTIFIED FINANCIAL PLANNER® professional and serves as a CFP Board Ambassador. Rivera is also involved in providing and promoting pro bono financial planning through organizations like the Foundation for Financial Planning and Wings for Widows.
Otto was born and raised in the beautiful island of Puerto Rico and is a native Spanish speaker. He lost both of his parents by age 20 and knows well the struggles of families affected by the death of a family member. He has traveled to 18 countries and loves learning about other cultures. He enjoys spending time with his wife and daughter, going out for a run, and reading.
He is an Enrolled Agent admitted to practice before the IRS and owns Emergent Tax Services LLC, a tax preparation and consulting firm.
He currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those who support the financial planning process.
He is a CERTIFIED FINANCIAL PLANNER® professional and serves as a CFP Board Ambassador. Rivera is also involved in providing and promoting pro bono financial planning through organizations like the Foundation for Financial Planning and Wings for Widows.
Otto was born and raised in the beautiful island of Puerto Rico and is a native Spanish speaker. He lost both of his parents by age 20 and knows well the struggles of families affected by the death of a family member. He has traveled to 18 countries and loves learning about other cultures. He enjoys spending time with his wife and daughter, going out for a run, and reading.