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
The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.Read full story here
The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.Read full story here