June 2026 Getting to Know Your FPA Latino Knowledge Circle - Otto Rivera

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Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community. In June we will be joined by Otto Rivera.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
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.