Roberto L. Rivera, CFP^®

Roberto is a Director and investment advisor representative at Freedom Advisory LLC. He has provided investment advisory and financial planning services to high net worth individuals, families, and institutions in Puerto Rico, the Virgin Islands, and mainland US for the past 17 years. Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs. This is achieved by using a consultative process to gain a detailed understanding of his clients’ deepest values and goals. Roberto then employs customized recommendations designed to address each client’s unique needs and objectives. Successful individuals and families work with Roberto to: • Develop and implement a comprehensive wealth management plan to help them reach their financial objectives and achieve peace of mind. • Obtain a second opinion from a financial advisor they can trust and will put their best interest first.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes