Robert Paredes

Roberto Paredes

Senior Wealth Consultant

San Diego, CA

Scottsdale, AZ

San Francisco, CA

Roberto has more than 20 years of experience in wealth management and financial consulting. He designs holistic wealth solutions for high-net-worth families, business owners and executives.

Prior to joining Mariner Wealth Advisors, Roberto was senior vice president, associate market manager at Wells Fargo Advisors, where he was responsible for covering Los Angeles and Orange County.

Roberto has a bachelor’s degree in political science from the University of California, Santa Barbara. He has passed the Series 6, 7, 9, 10, 24, 63 and 65 exams, and maintains life, health and annuity insurance licenses. Roberto and his family are active in several organizations within their community.