Otto Rivera, CFP

Otto Rivera, a certified financial planner and enrolled agent with the IRS, was diagnosed with ADHD in his 40s. His ADHD struggles have made him stronger and more empathetic, traits that help him in his business. He is a financial planner with White Lighthouse Investment Management, an SEC-registered investment advisor firm. He also provides tax preparation services through the company he owns, Emergent Tax Services LLC.

Rivera is a member of the Financial Planners Association and is the host of their national Neurodivergent Planners Circle in which neurodivergent financial planners and other advisors share insights and education about neurodiversity. He lives in Florida with his wife and daughter and enjoys listening to history podcasts and classical music while jogging.

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