As part of SteelPeak’s Wealth Advisor team, Roger is dedicated to helping clients build, protect, and optimize their wealth with clarity and confidence. His core areas of expertise include comprehensive financial planning, retirement income strategies, and institutional-style investment management.

Roger graduated from California State University, Northridge with a bachelor’s degree in Finance and a concentration in Financial Analysis. He currently holds a Series 65 license.

Roger’s passion for the markets began early—he has been actively trading since age 16. Over the years, he has developed a strong understanding of market structure, macro drivers, and disciplined risk management, with hands-on experience trading equities, options, FX, digital assets, and selectively using leverage and derivatives. His analytical approach focuses on effective portfolio construction, precise position sizing, and identifying asymmetric risk-reward opportunities across both traditional and emerging markets.

His philosophy centers on creating tailored financial solutions for each client while prioritizing downside protection, tax-efficient planning, and long-term performance. Roger continues to expand his expertise across traditional markets, private markets, blockchain technology, and the growing digital-asset ecosystem.

Outside of work, Roger enjoys exploring the outdoors, playing tennis, training in Brazilian jiu-jitsu and wrestling, and traveling to San Diego to spend time with his family. In his spare time, he’s often analyzing markets, researching tactical trading opportunities, and studying new developments in crypto, blockchain innovation, and global macro investing.