Our Team

Roberto, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst®, has been with Peak since 2014 and serves as a Wealth Advisor. He is a graduate of Northeastern University, where he studied Political Science and Business Management.

In addition to his primary role as a Wealth Advisor, Roberto is integrally involved in the daily operations of the Firm, ensuring that the office runs efficiently by acting as the primary client service point of contact and by assisting with office management, operations, accounting, and compliance. To that end, he is an active Notary Public for the Commonwealth of Massachusetts and holds a Massachusetts Real Estate Salesperson License.

Roberto has also been involved in several critical Firm projects, including executing the digital conversion and organization of client records. Further, he was invaluable in coordinating all aspects of Peak’s relocations.

In his free time, Roberto enjoys visiting the beaches of Gloucester, tending to a large vegetable garden in the summer, playing with his dog Pino, and spending time with family and friends.