Roberto Espinosa
Login to view DISC.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.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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