Otto Rivera, CFP®, EA
Financial Planner and Investment Advisor
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Serving Clients Nationwide
Financial Planner and Investment Advisor
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Financial Life Planning
- International and Cross-border Planning
- Investment Management
- Money Psychology
- Retirement Planning
- Socially Responsible Investing
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Women & Wealth
- Work from Home
About Otto Rivera, CFP®, EA
Otto Rivera is a Financial Planner and Investment Advisor. His firm, Mindful Wealth LLC, focuses on comprehensive financial planning and investment management for US and Global professionals, families, and businesses.Otto 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 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, Otto 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. Otto 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 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- CFP Board
- Financial Planning Association
- National Association of Tax Professionals (NATP)
- XY Planning Network
Primary Location
St. Louis, MO
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form so we can schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Mindful Wealth LLC
Mindful Wealth LLC focuses on comprehensive financial planning and investment management for US and Global professionals, families, and businesses.Education
University of Phoenix, Bachelor's, Business Administration Bryant University, Financial Planning Certificate
Hobbies and Interests
- Exercising
- Family
- Music
- Reading
- Running
- Soccer
- Traveling
- Volunteering
- Walking
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Living in Retirement
- Single Women
- Widow
- Women in Transition
- Women Professionals
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