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Otto Rivera

Professional designations
CFP, RFC, EA
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
Investment Management
Retirement/Retirement Income
Tax Planning
Time Zone

Otto Rivera, CFP®, EA, is a financial planner and tax professional dedicated to helping individuals and families navigate complex financial lives with clarity and confidence. He is the founder of Emergent Tax Services and Mindful Wealth, where he specializes in cross-border planning, life transitions, and high-earning professionals with sophisticated tax and equity-compensation needs.

Otto has more than a decade of experience working with global clients and financial advisors, and he currently serves on the National Board of Directors of the Financial Planning Association (FPA). His work bridges technical financial expertise with behavioral finance, focusing on how people actually make decisions in moments of uncertainty and change. Through his writing, speaking, and client work, Otto aims to empower the next generation of financial planners to combine analytical rigor with empathy, purpose, and global perspective. Otto is fluent in English and Spanish.