Born in Mexico, Roberto moved to L.A. with his family at a very young age, and then back to Mexico during his high school years.
Roberto earned a Bachelor of Science degree in Financial Services and quickly after obtained his Master of Science in Finance and Tax Planning from San Diego State University. He has secured his Life, Accident and Health insurance license, and Series 65. In addition, he has recently passed the Certified Financial Planner exam.
Coming from an immigrant family, at a young age, Roberto realized the overwhelming need for financial education within his community. This has guided his passion to educate individuals and help them throughout their entire financial journey, while striving to build lasting and trusting relationships.
Roberto currently resides in Rancho Palos Verdes and spends his free time running in the hills of L.A., completing five marathons in total. He also enjoys playing and watching soccer and reading books.
CA LIC# 4140292
