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Roberto Romero Leon, CFP®, MSBA-FTP
Investment Advisor Representative at Mosley Wealth Management
Los Angeles Metropolitan Area, United States
Overview
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Work History
8-2024
Investment Advisor Representative at Mosley Wealth Management
11-2023 - 8-2024
Paraplanner at Mosley Wealth Management
5-2023 - 8-2023
Client Services Associate at Gideon Strategic Partners
12-2022 - 4-2023
Tax Preparer at Local Tax
6-2021 - 11-2022
Associate Financial Representative at Northwestern Mutual
5-2020 - 3-2021
Financial Sales Associate at CFG Wealth Management
Education
8-2021 - 12-2022
Master of Science in Business Administration from San Diego State University
2017 - 2021
Bachelor of Science - BS from San Diego State University
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Exp : 4
Location : Los Angeles Metropolitan Area, United States
Job Level : Junior
Designation : Investment Advisor Representative at Mosley Wealth Management
