As part of SteelPeak’s Wealth Advisor team, Roger is driven to help clients successfully plan for the future. His areas of expertise include financial planning, retirement planning and investment management. Roger graduated from California State University Northridge earning a bachelor’s in Finance, with a concentration in Financial Analysis. He currently holds a Series 65 License.
Roger is committed to developing meaningful relationships with clients by formulating specific financial solutions for every individual’s unique situation. A key factor in Roger’s approach is mitigating risk in the overall portfolio to optimize returns. He strives to continuously grow professionally and expand his knowledge in the financial markets.
During his free time, Roger enjoys exploring the outdoors, playing tennis, as well as traveling to San Diego to visit his family.
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