Roberto began his financial planning career nearly 20 years ago with a mission to help people realize their financial goals by simplifying, and guiding them through, complex decisions — a goal that remains paramount today. Throughout, he has maintained an honest, comprehensive, and straightforward approach that has enabled him to deliver clarity and value to his clients and client families.

Beginning his career as a commodity trader for the New York Board of Trade inspired Roberto’s now longstanding interest in investments and finance. In 2007, Roberto became an independent Advisor and in 2017, he combined friendship and a shared mission to create LifeCapital Partners with Juan and his brother Eduardo. He also served as a Managing Partner and member of the advisory firm’s investment and financial planning committees.

Now, with the launch of the newly independent LifeCapital Partners, Roberto and his colleagues continue to serve as a valuable resource among the Latino and international communities, bridging what they view as a gap in the financial services industry. Roberto is proud of his role in building the business and remains committed to ensuring that, regardless of their clients’ place of origin, they have access to the knowledge and resources required to plan effectively for a sound financial future. With his early and long-term interest in cryptocurrency, Bitcoin in particular, Roberto is in continual pursuit of more information on this exciting innovation to strengthen his knowledge and benefit his clients.

Roberto earned his M.B.A. from the Robert H. Smith School of Business at the University of Maryland, graduating with honors in 2007, with a double major and a minor in Spanish.

He resides in Fair Haven, New Jersey with his wife Allyson, their children Nico and Lucy, and their dog Ernie. He enjoys travel, especially to spend time with family in New Jersey, New York City, and El Salvador. He is a devoted racquetball player and relishes all outdoor activities, including snowboarding, riding his motorcycle, relaxing at the beach and on the playground, playing golf and other sports. A professional sports enthusiast, he suffers through the New York Giants, Yankees, and Orlando Magic seasons.