April FPA DEI Learning Series: Raising a Child with Autism: A Financial Planner’s Personal Perspective

5 (1 vote)

Otto will talk about his rewarding experience raising a child on the autism spectrum and share the personal and financial planning challenges he's encountered.

Competency Level: Intermediate

FPA Competency: Client Communication and Care, Advance the Financial Planning Profession

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Otto Rivera, CFP®

Financial Planner/Investment Advisor

White Lighthouse Investment Management

Otto Rivera is a Financial Planner with White Lighthouse Investment Management. He works with US and foreign citizens living in the US and abroad. Previously he was a Senior Institutional Representative with Charles Schwab & Co. where he provided service to a wide spectrum of Registered Investment Advisor Firms and specialized in International Accounts. He was born and raised in the Island of Puerto Rico and is a native Spanish speaker. He currently resides in Orlando, Florida with his wife and daughter.