Roberto Guzman Email & Phone Number
Wealth Advisor @ Investment Planners, Inc. -- IPI Wealth Management, Inc.
Roberto Guzman's Location
San Juan, Puerto Rico
Roberto Guzman's Work
- Wealth Advisor @ Investment Planners, Inc. -- IPI Wealth Management, Inc.
- Financial Advisor @ Nationwide Planning Associates, Inc.
- Financial Advisor @ MassMutual
- Vice-President @ Blindados de P.R., Inc.
Roberto Guzman's Education
- The American College
Chartered Financial Consultant (ChFC) (Financial Planning)
2012 - 2014 - University of Puerto Rico-Rio Piedras
Bachelor of Business Administration (BBA) (Finance, General)
1997 - 2000 - Universidad del Sagrado Corazón
Bachelor of Business Administration (BBA) (Finance, General)
1995 - 1997
Roberto Guzman's Skills
- Mutual Funds
- Disability Insurance
- Asset Allocation
- Personal Financial Planning
- Business Development
- 401k Rollovers
- Marketing
- Securities
- Investment Advisory
- Strategic Financial Planning
Roberto Guzman's Summary
Roberto Guzman, based in San Juan, Puerto Rico, is currently a Wealth Advisor at Investment Planners, Inc. -- IPI Wealth Management, Inc., bringing experience from previous roles at Nationwide Planning Associates, Inc., MassMutual Financial Group and Blindados de P.R., Inc.. Roberto Guzman holds a 2012 - 2014 Chartered Financial Consultant (ChFC) in Financial Planning @ The American College. With a robust skill set that includes Mutual Funds, Disability Insurance, Asset Allocation, Personal Financial Planning, Business Development and more, Roberto Guzman contributes valuable insights to the industry. Roberto Guzman has 1 email on RocketReach.
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Wealth Advisor at Investment Planners, Inc. -- IPI Wealth Management, Inc.
San Juan, Puerto Rico11
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