Roberto Espinosa

Critic
DISC Type : C

Founder & CEO Avante Wealth at Avante Wealth

San Antonio, Texas, United States

Overview

Roberto Espinosa is the Founder and CEO of Avante Wealth and a Wealth Management Advisor with Northwestern Mutual. With over two decades of experience, he is a Business and Estate Planning Specialist. He holds an Economics degree from ITAM and multiple advanced designations, including the Accredited Estate Planner (AEP®) credential.

Originally from Mexico City, Roberto has lived in San Antonio since 1996. He is actively involved in the community, serving on several non-profit boards. A recent article highlighted how a life-altering accident refocused his career on financial planning and community stewardship, blending his heritage with his professional values.

Beyond his advisory work, Roberto serves as the Government Relations Delegate for Northwestern Mutual in his region, representing the companys public policy interests.

Personality Overview

Critic

Information Seeker

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Estate Planning
He is an Accredited Estate Planner (AEP®) and holds a specialist role in Business and Estate Planning, indicating deep expertise in this area.
Philanthropic Advising
His Chartered Advisor in Philanthropy (CAP®) designation and involvement with the San Antonio Area Foundation show a professional commitment to advising on charitable giving.
Community Stewardship
His personal story and involvement with local non-profits underscore a core value of doing good in his community and helping clients build a lasting impact.

Media Appearances

Roberto has no verified media appearances

Work History

1-2021
Founder & CEO Avante Wealth at Avante Wealth
10-2004
Wealth Management Advisor at Northwestern Mutual

Education

2008 - 2009
CAP Chartered Advisor in Philanthropy from The American College of Financial Services
2006 - 2008
CHFC from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Founder & CEO Avante Wealth at Avante Wealth
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Insights For Selling To Roberto

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roberto is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Roberto

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Roberto move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Roberto take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Roberto

Personality Compatibility


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