Otto Rivera, Ea, Cfp® Email and Phone Number
Otto Rivera, Ea, Cfp® work email
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Otto Rivera, Ea, Cfp® personal email
- Valid
As a dedicated tax professional and an Enrolled Agent with the IRS, I specialize in providing tax solutions for individuals, families and small businesses Through my virtual tax preparation company Emergent Tax Services. I help clients navigate complex tax laws, resolve disputes, and achieve compliance with confidence.Visit us at: www.emergent.taxI am also a Financial Planner at White Investment Management, an SEC Registered Investment Advisor firm based in Bedford, Massachusetts and Lausanne, Switzerland. We provide fee-only investment management and financial planning services to individuals and families around the world. We specialize in serving overseas Americans, especially in Switzerland, non-Americans living in the United States, families with multiple nationalities and clients who require a global perspective.Visit us at: https://www.white-lighthouse.com
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Tax Preparer And Enrolled AgentEmergent Tax Services LlcOrlando, Fl, Us -
Tax Preparer/ Enrolled AgentEmergent Tax Services Llc Jan 2024 - PresentOrlando, Florida, United StatesVirtual Tax Preparation Services -
Financial Planner/Investment AdvisorWhite Lighthouse Investment Management Nov 2019 - PresentOrlando, Florida Area -
Senior Relationship SpecialistSchwab Advisor Services Jan 2014 - Oct 2019Orlando, Florida Area -
Quality Assurance SpecialistFlorida Department Of Transportation Sep 2008 - Jan 2014Orlando, Florida Area -
Customer Service ManagerGeneral Electric Jun 2006 - Sep 2008 -
Call Quality SpecialistGeneral Electric Jan 2005 - Jun 2006 -
Customer Service RepresentativeGeneral Electric Nov 2003 - Jan 2005
Otto Rivera, Ea, Cfp® Skills
Otto Rivera, Ea, Cfp® Education Details
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Financial Planning And Services -
Business Administration
Frequently Asked Questions about Otto Rivera, Ea, Cfp®
What company does Otto Rivera, Ea, Cfp® work for?
Otto Rivera, Ea, Cfp® works for Emergent Tax Services Llc
What is Otto Rivera, Ea, Cfp®'s role at the current company?
Otto Rivera, Ea, Cfp®'s current role is Tax Preparer and Enrolled Agent.
What is Otto Rivera, Ea, Cfp®'s email address?
Otto Rivera, Ea, Cfp®'s email address is ot****@****wab.com
What schools did Otto Rivera, Ea, Cfp® attend?
Otto Rivera, Ea, Cfp® attended Bryant University, University Of Phoenix.
What skills is Otto Rivera, Ea, Cfp® known for?
Otto Rivera, Ea, Cfp® has skills like Leadership, Call Centers, Quality Assurance, Customer Service, Microsoft Office, Process Improvement, Management, Strategic Planning, Cross Functional Team Leadership, Change Management, Team Leadership, Team Building.
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