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Roberto is a Financial Services Representative with Barnum Financial Group, specializing in helping clients protect what matters most through life insurance. With a license in life, accident, and health, and he holds his Series 7 Securities License. He works one-on-one with individuals and families to understand their unique needs, educate them on available options, and provide tailored recommendations to manage risk and prepare for the unexpected.
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.
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I am licensed and registered to offer products and services in NY Licenses and registrations will vary. Domiciled in NY
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