Roberto Rivera
CIMA®, CFP®
Freedom Advisory, LLC
Director of Financial Planning
Roberto Rivera
CIMA®, CFP®
Freedom Advisory, LLC
Director of Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Roberto Rivera, CIMA®, CFP®
Fee-Only financial planner located in Guaynabo, PR , serving clients locally and across the country
Roberto Rivera is a Guaynabo, Puerto Rico fee-only financial advisor serving clients locally and across the country. Freedom Advisory provides comprehensive financial planning, tax planning, and investment management to help individuals, families, and professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eduardo Ramos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Roberto Rivera 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.
Education:
BBA - Penn State University, University Park Campus, 1998.
Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. Through this service, Freedom Advisory offers a customized and individualized investment program providing clients advice regarding asset allocation primarily among managed accounts, institutional mutual funds, ETFs with on-going evaluation and selection of investments, adjustments and balancing of portfolios.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Roberto Rivera is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Roberto Rivera is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Roberto Rivera is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Roberto Rivera
Office Locations:
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Centro Internacional de Mercadeo
Tower One - Suite 205
Guaynabo, PR 968
