Fernando Rivera combines his experience and knowledge as a CPA and as a Financial Planner to assist local and international investors, businesses, and business owners to make better financial decisions. He assists clients in designing and implementing a strategic plan to gain efficiency to maximize investment returns. This includes identifying cost-efficient ways of doing business, tax incentives, and special financing alternatives (government and private). Also, to develop, protect and increase wealth with financial strategies.
CPA Fernando Rivera has more than twenty years of experience in the tax, accounting, auditing and consulting profession. It includes founding his own Company in 2001; Staff, Senior and Supervisor in Public Accounting Firms; and Comptroller and Payroll Manager in private Companies. CPA Fernando Rivera is a member of the Puerto Rico Society of Certified Public Accountants and his Financial Committee, the Financial Planning and Securities Industry Committee, and has been a member of the American Institute of Certified Public Accountants (AICPA), and Chartered Global Management Accountants.
CPA Fernando Rivera is also a Financial Planner holding federal and state licenses. As a Financial Planner Mr. Fernando Rivera assists businesses, business owners and individuals to meet their financial plans and objectives and risk management, by recommending different financial strategies for different financial objectives, such as retirement planning, accumulation, income replacement, assets protection, buy and sell agreements, key man, and its related tax impact.
