Otto Rivera, CFP®

Otto Rivera, CFP®, EA, is the founder of Mindful Wealth Planning, LLC, a firm specializing in cross-border financial planning and investment management for U.S. expats, globally mobile families, and Americans preparing to relocate overseas.

Otto began his financial services career at Charles Schwab & Co., where he became an International Subject Matter Expert on complex cross-border issues and policy. After leaving Schwab, he became a Financial Planner, helping clients in the U.S. and Europe with their financial and investment planning needs.

Otto currently serves on the board of directors of the Financial Planning Association (FPA). He actively provides and promotes pro bono financial planning through organizations such as the Foundation for Financial Planning and Wings for Widows.

As a CFP Board Ambassador, Otto champions the value of financial planning and the CFP® mark, speaking to diverse audiences, contributing to public awareness initiatives, and leveraging his experience to advance the profession’s mission to benefit the public. He has shared his knowledge and experience on platforms such as Passport to Wealth, CNBC, CNBC Select, MarketWatch, Financial-Planning.com, ADDitude Magazine, Nasdaq.com and Parents.com. He is a native Spanish speaker and avid traveler, having explored 18 countries across the Americas, Europe, and Asia. He lives in Orlando with his wife and daughter.