Roberto's experience, education and training for more than 25 years has focused on investing, personal financing, economics and business. He has provided financial advice to affluent individuals since 1992. Over several years, Roberto and his team have developed a team approach that enables them to provide the highest level of financial advice and service to professionals, business owners, retirees and their families. You will work directly with Roberto in setting the overall strategy and direction of your investments and financial plans.
Roberto’s philosophy is to establish long-term relationships based on value, quality service and customized portfolios to ensure that every client’s financial goals are reached. Roberto received a Bachelor of Arts degree, with a double major in Economics and Psychology from Simon Fraser University. Roberto is active in the Langley community and is a past president of the Greater Langley Chamber of Commerce in addition to volunteering for a number of community events. Roberto supplements his active lifestyle with outdoor activities such as camping, hiking and is actively involved with Ride2survive.
