Roberto Romero Leon

Growing up as a first-generation American, Roberto witnessed firsthand the challenges families face with their finances. This hardworking upbringing and disciplined perspective inspired his career in financial planning. He enjoys helping clients create a plan that allows them to retire more comfortably.

Roberto holds a bachelor’s degree in financial services and a master’s degree in business administration with a focus on finance and tax planning, both from San Diego State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds a Series 65 securities license, as well as life, accident and health insurance licenses. With a background in tax planning, Roberto likes uncovering tax-saving strategies others might overlook, helping clients maximize their financial potential.

Originally from Guadalajara, Mexico, Roberto now calls Los Angeles’ South Bay home. Outside of the office, he enjoys playing and watching soccer — especially cheering on Manchester United — and has completed five marathons. Fluent in Spanish, Roberto takes pride in connecting with clients from diverse backgrounds and helping them achieve their financial goals.

CA LIC# 4140292