Roberto graduated from Marquette University in Milwaukee, Wisconsin with a Bachelor of Science Degree. Then he obtained his Master's Degree in Business Administration with a concentration in Finance from the Inter American University in San Juan, Puerto Rico. He obtained the Series 7 (General Industry/Products Exam) in 2006 and the Series 66 (State Securities Law Exam) in 2007. He also has his life, disability and variable insurance licenses.
Roberto joined Pension Advisors in 2017 where he hopes to continue helping his clients achieve their retirement and investment goals.
As a husband and father of one, he enjoys spending time with his family, travelling, watching and playing all kind of sports, mostly golf, baseball & basketball and going to the beach. Roberto has coordinated golf tournaments and fund raising activities for Non-Profit Organizations in Puerto Rico such as Hogar del Niño & Sapientis, a Non-Profit who looks to improve the public education system in Puerto Rico.
Latest Updates & Information
International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.Read full story here
Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.Read full story here