Otto Rivera, CFP®

Otto Rivera is a Financial Planner and Investment Manager at White Lighthouse Investment Management, where he has been helping clients in America and Europe with their financial planning and investment needs since 2019. Previously, he worked at Charles Schwab & Co., managing service relationships for registered investment advisors. Otto is an active member of the Financial Planning Association and volunteers his expertise through The Foundation for Financial Planning.

A proud neurodivergent individual, Otto has shared his insights as a featured guest on the ADDitude Magazine Webcast Series and the Modern Husbands Podcast. Originally from Puerto Rico, he is a native Spanish speaker and an avid traveler, having visited 18 countries across the Americas, Europe, and Asia. Otto is now based in Orlando, Florida, where he lives with his wife and daughter.