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

Otto Rivera, CFP®, EA, 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.
Rivera 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 businesses.
He is an Enrolled Agent admitted to practice before the IRS and owns Emergent Tax Services LLC, a tax preparation and consulting firm.
An active volunteer leader within the FPA National, Rivera hosted FPA’s International/Cross-Border and Behavioral Economics Knowledge Circles, among other virtual communities.
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.
Rivera was born and raised in the beautiful island of Puerto Rico and is a native Spanish speaker. 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.