Otto Rivera Email & Phone Number
Principal and Financial Planner @ Mindful Wealth
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Otto Rivera Location
- Orlando, FL, US
Otto Rivera Work
- 2025 -now Principal and Financial Planner @
- 2026 -now Board Member @
- 2024 -now Tax Preparer and Enrolled Agent @
- 2019 -2025 Financial Planner and Investment Advisor @
- 2014 -2019 Senior Relationship Specialist @
- 2008 -2014 Quality Assurance Specialist @
- 2006 -2008 Customer Service Manager @
- 2005 -2006 Call Quality Specialist @
- 2003 -2005 Customer Service Representative @
Otto Rivera Education
- Bryant University
CFP Education Course (Financial Planning and Services)
2019-2020 - University of Phoenix
Bachelor's (Business Administration)
2005-2007
Otto Rivera Skills
- Leadership
- Quality Management
- Series 63
- Team Building
- Fixed Income
- Call Center
- Stock Market
- Brokerage
- Team Leadership
- Process Improvement
- Finance
- Quality Assurance
- Strategic Planning
- Roth IRA
- Equities
- Mutual Funds
- Simple IRA
- Microsoft Office
- Operations Management
- SEP IRA
- Risk Management
- Projects
- Cross Functional Team Leadership
- Change Management
- Series 10
- Customer Service
- Traditional IRA
- Management
- 401k Rollovers
- Coaching
- Broker Dealer
- Continuous Improvement
- Call Centers
- Retirement
- Series 7
- Series 9
- Spanish
Otto Rivera Summary
- Otto Rivera, based in Orlando, FL, US, is currently a Principal and Financial Planner at Mindful Wealth. Otto Rivera brings experience from previous roles at Financial Planning Association (FPA), Emergent Tax Services LLC, White Lighthouse Investment Management and Schwab Advisor Services. Otto Rivera holds a 2019 - 2020 CFP Education Course in Financial Planning and Services @ Bryant University. With a robust skill set that includes Leadership, Quality Management, Series 63, Team Building, Fixed Income and more. Otto Rivera has 2 emails and 2 mobile phone numbers on RocketReach.
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