Roberto is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company serving his clients under the marketing name Avante Wealth. Celebrating almost 20 years with the company, Roberto is also the Business and Estate Planning Specialist and Government Relations Delegate for the region. He is originally from Mexico City and has lived in San Antonio since 1996.
Roberto obtained his Degree in Economics from the ITAM (Intsituto Tecnologico Autonomo de Mexico); CLU®, ChFC®, CAP®, RICP®, degrees from the American College in Pennsylvania and is recognized by the National Association of Estate Planners Council as an Accredited Estate Planner (AEP®), and by the Certified Financial Planning Board with the designation CFP®.
Articles about Roberto have been published by many national and local magazine. He has been featured in frequent publications including Forbes, Hispanic Executive, Latino Leaders and Empresarios Magazines. Richard Karlgaard uses Roberto’s story for the chapter on “Trust” in the best seller book “The Soft Edge, where great companies find lasting Success”.
Roberto is an active member in the community participating as board member in the Association of Corporate Growth and as committee member and advisor to the boards of the Associacion de Empresario Mexicanos (AEM), San Antonio Botanical Garden, North San Antonio Chamber of Commerce, San Antonio Estate Planning Council, UTSA Libraries Advisory Council, National Association of Insurance and Financial Advisors-NAIFA and University of the Incarnate Word School of Business & Administration Advisory Council.
Roberto is married to Lourdes. They have two children, Pablo and Mariana.
