He specializes primarily in educating and advising clients on implementing a constructive systematic approach to wealth management with an emphasis on retirement planning. Prior to joining Aragon Capital LLC, he’s spent over 25 years in the financial services industry with firms such as Santander Securities, Merrill Lynch and AXA Advisors in the capacity of Financial Advisor. Roberto holds an B.S.B.A. in business administration with from the University of Puerto Rico.