AeroLeads people directory · profile
Otto Rivera, Ea, Cfp® Email & Phone Number
Tax Preparer and Enrolled Agent
at
Emergent Tax Services LLC
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Preparer and Enrolled Agent
Location
Greater Orlando, United States
Company size
Who is Otto Rivera, Ea, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Otto Rivera, Ea, Cfp® is listed as Tax Preparer and Enrolled Agent at Emergent Tax Services LLC, a with 1 employees, based in Greater Orlando, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Otto Rivera, Ea, Cfp®.
Otto Rivera, Ea, Cfp® previously worked as Tax Preparer/ Enrolled Agent at Emergent Tax Services Llc and Financial Planner/Investment Advisor at White Lighthouse Investment Management. Otto Rivera, Ea, Cfp® holds Cfp Education Course, Financial Planning And Services from Bryant University.
Company email context
Email format at Emergent Tax Services LLC
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*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Otto Rivera, Ea, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Otto Rivera, Ea, Cfp®
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
Listed skills include Leadership, Call Centers, Quality Assurance, Customer Service, and 33 others.
Current workplace
Otto Rivera, Ea, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Emergent Tax Services Llc
Employees
1
AeroLeads page
8 roles
Otto Rivera, Ea, Cfp® work experience
A career timeline built from the work history available for this profile.
Jan 2024 - Present
Financial Planner/Investment Advisor
Current
Nov 2019 - Present
Senior Relationship Specialist
Jan 2014 - Oct 2019
Quality Assurance Specialist
Sep 2008 - Jan 2014
Customer Service Manager
Jun 2006 - Sep 2008
Call Quality Specialist
Jan 2005 - Jun 2006
Customer Service Representative
Nov 2003 - Jan 2005
2 education records
Otto Rivera, Ea, Cfp® education
Cfp Education Course, Financial Planning And Services
Bachelor'S, Business Administration
FAQ
Frequently asked questions about Otto Rivera, Ea, Cfp®
Quick answers generated from the profile data available on this page.
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 Emergent Tax Services LLC?
Otto Rivera, Ea, Cfp® is listed as Tax Preparer and Enrolled Agent at Emergent Tax Services LLC.
What is Otto Rivera, Ea, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Otto Rivera, Ea, Cfp® at Emergent Tax Services LLC.
Where is Otto Rivera, Ea, Cfp® based?
Otto Rivera, Ea, Cfp® is based in Greater Orlando, United States while working with Emergent Tax Services LLC.
What companies has Otto Rivera, Ea, Cfp® worked for?
Otto Rivera, Ea, Cfp® has worked for Emergent Tax Services Llc, White Lighthouse Investment Management, Schwab Advisor Services, Florida Department Of Transportation, and General Electric.
How can I contact Otto Rivera, Ea, Cfp®?
You can use AeroLeads to view verified contact signals for Otto Rivera, Ea, Cfp® at Emergent Tax Services LLC, including work email, phone, and LinkedIn data when available.
What schools did Otto Rivera, Ea, Cfp® attend?
Otto Rivera, Ea, Cfp® holds Cfp Education Course, Financial Planning And Services from Bryant University.
What skills is Otto Rivera, Ea, Cfp® known for?
Otto Rivera, Ea, Cfp® is listed with skills including Leadership, Call Centers, Quality Assurance, Customer Service, Microsoft Office, Process Improvement, Management, and Strategic Planning.
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