Client Service Associate
Roberto, a CERTIFIED FINANCIAL PLANNER™ certificant, has been with Peak Financial since 2014. Roberto serves as a Client Service Associate. He is a graduate of Northeastern University with a major in Political Science and a minor in Business Management. Roberto holds a Series 65 license, a Massachusetts Real Estate Salesperson License, and is an active Notary Public for the Commonwealth of Massachusetts.
Roberto is integrally involved with the daily operations of the firm, ensuring that the office runs efficiently by acting as the primary client service representative, and by playing a role in almost every aspect of the firm including, office management, operations, accounting, compliance, and most recently a more active role in financial planning.
Roberto has also been involved in several projects at Peak Financial including executing the digital conversion and organization of Peak’s client records. He was invaluable in helping coordinate all aspects of Peak’s relocation from our offices in Waltham to our new home in Wellesley.
In his free time, Roberto enjoys visiting the beaches of Gloucester, tending to a large vegetable garden in the summer, and spending time with family and friends.