Designations and Licenses
Roberto has life, health and variable annuity insurance licenses in California.
Experience and Education
With more than 25 years of experience in wealth management and financial consulting, Roberto executes business development strategies for growth. In addition, he leads a team of senior wealth consultants and builds strategic relationships with referral partners.
Prior to joining Mariner Wealth Advisors, Roberto was a senior vice president of a national financial services firm where he was responsible for the development and growth of the Southern California market.
Roberto holds a bachelor’s degree in political science from the University of California at Santa Barbara.
Roberto enjoys all types of outdoor activities and serving in local nonprofit organizations.