Roberto is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent who brings a service-first mindset to planning.

After a career as a firefighter, he now helps individuals and families navigate their financial plan, tax strategy, and major life transitions with clarity and confidence.

Roberto’s years in the fire service shaped his approach to financial planning. He saw how quickly life can change and how important it is to make intentional, well-supported decisions - including the emotional side that goes beyond the numbers. Watching colleagues wrestle with the financial and personal aspects of leaving a career inspired him to help others prepare thoughtfully for the next chapter of their lives.

As both a CFP® professional and an Enrolled Agent, Roberto pairs comprehensive planning expertise with specialized tax knowledge.

He believes effective financial advice must integrate strategy and taxation, giving clients deeper guidance on complex decisions.

Roberto lives in Ponte Vedra, FL with his wife, two teenage boys, and their dog. He recharges by reading everything from financial books to spy novels, going on long walks (usually with a podcast playing), and visiting national parks whenever possible.