Roberto Fernandez, CIMA®, CPFA
Login to view DISC.Roberto is a Senior Vice President and International Wealth Advisor at Merrill Lynch with over 30 years of experience in finance and wealth management. A graduate of the University of Puerto Rico, he holds CIMA® and Certified Plan Fiduciary Advisor designations, focusing on high-net-worth clients and business owners.
He emphasizes a holistic approach to wealth management, believing it extends far beyond just investment portfolios to encompass a clients entire financial well-being. He is interested in the Miami business community and serves as a member of the Greater Miami Chamber of Commerce.
He guides clients by focusing on the "7 unanswered questions" central to planning for their next stage of life.
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