Roberto serves as a director and investment advisor representative at Freedom Advisory®, LLC, bringing 25 years of specialized experience serving high-net-worth individuals, families, and institutions across Puerto Rico, the Virgin Islands, and the mainland United States. With a deep understanding of affluent clients' primary concerns, Roberto expertly addresses wealth preservation, risk management, financial independence, and legacy planning. His consultative approach begins by carefully exploring each client's core values and goals, allowing him to develop truly customized recommendations that align with their unique objectives. Clients partner with Roberto to develop comprehensive weal