Otto Rivera, CFP®, EA
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All 50 States
I enjoy working with women through honest, thoughtful conversations that connect money to the life they want to build. Financial planning is about more than investments; it’s about independence, security, family, values, and confidently navigating life’s transitions.
My goal is to help women feel informed, grounded, and in control of their financial lives, especially when those lives cross borders.
I specialize in helping women with:
As a CERTIFIED FINANCIAL PLANNER® and Enrolled Agent, I help women and families confidently navigate the financial complexities of living abroad. Whether you’re considering Spain, Italy, France, or another destination, I guide you through cross-border taxes, investments, retirement, healthcare, estate planning, and managing assets across countries.
With more than a decade of financial services experience and a focus on international planning and taxation, I work with women moving abroad independently, with a partner, or as part of a family.
I also serve on the Financial Planning Association’s Board of Directors and as a CFP Board Ambassador, and I provide pro bono financial planning through the Foundation for Financial Planning and Wings for Widows.
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I am the financial planner who helps women who want to move abroad with clarity and confidence.