Roberto is an Investment Advisor Representative with Barnum Financial Group, dedicated to helping clients make informed financial decisions for their future. He works collaboratively with individuals and families to understand their goals, assess their current financial position, and identify opportunities for growth and protection.
With licenses in life, accident, and health, as well as his Series 7 and Series 66, Roberto provides guidance on insurance strategies to protect what matters most, while also helping clients save and invest for their future. He is committed to educating clients on their options and delivering personalized recommendations so they can move forward with confidence.
Inspired by Barnum’s role in guiding his parents—who moved here from Italy—toward a secure retirement, Roberto chose this career to provide the same guidance and peace of mind to others who may feel undereducated about financial services. His approach is personal and genuine, ensuring clients feel seen and supported, never just another number.
Born and raised in Mahopac, NY, Roberto enjoys golf, baseball, music, photography, exercising, cooking, traveling, and exploring new hobbies. He embraces challenges as opportunities for growth and brings that same mindset to serving his clients.Â
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY
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