Roberto Rivera, CFP®, CIMA®
Director of Financial Planning
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Freedom Advisory®
Roberto Rivera, CFP®, CIMA®
Guaynabo,
Serving Clients Nationwide
Director of Financial Planning
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
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 U.S. 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Investment Management Analyst (CIMA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- Investments & Wealth Institute
- Financial Planning Association
Primary Location
Centro Internacional de Mercadeo Tower One - Suite 205 Guaynabo, PR 00968
Additional Locations
📍 500 East Broward Boulevard, Suite 1710, Fort Lauderdale, FL 33394
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call with our team. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Freedom Advisory, LLC is a full - time fiduciary wealth management firm dedicated to helping you achieve the independence you want in your financial life. The FREEDOM Process™ is our approach to planning, smart financial decision-making, and implementing evidence-based investment principles for our clients.✅ DISCOVER OUR DIFFERENCE
We are dedicated to offering unbiased wealth management services and to always act in your best interest. Our collaborative team approach brings multiple, diverse experts to every detail of your wealth management and financial success.
✅ OUR CLIENTS
Our clients are successful individuals looking for a team of professionals they can trust to manage the complexities of their financial life. We handle the details with sophisticated solutions while addressing blind spots before they can become problems.
“Achieving Financial Freedom is about more than your investments; it is about living the life you want.”
Education
Penn State University, BBA
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Intergenerational Families
- Living in Retirement
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