Roberto Isasi
Three decades of experience as a securities analyst, portfolio manager, head of product development and management, chief executive of subsidiaries and executive manager in banking, working at the main markets in the United States, Europe, and Latin America.
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Training and knowledge.
In his education, Roberto earned an engineering degree, then a master's degree in management, and has since specialized through relevant courses, events, and certifications such as those of financial analyst, CFA, and financial planner, CFP.
This has made Roberto fully understand the functioning of markets and financial products. Furthermore, contact with clients has allowed him to understand their needs and, especially for those who, like him, emigrated in adulthood.
"The current offer, dominated by large corporations, fragmented by industries and oriented to the sale of products, makes it difficult for the client to develop a long-term relationship of trust that provides suitable, efficient and objective advice."
This, along with the difficulty of some high-impact financial decisions, gives great importance to having an expert and trusted advisor who can accompany the client along the way. Roberto is motivated by being able to use all his knowledge and skills to help people improve their financial habits and decisions, and with it their quality of life.
Outside of work, Roberto strives to lead a balanced life, dedicating time to doing the things he loves the most. Roberto is an avid reader, which keeps him up-to-date and abreast of changes and new trends.
Complying with state and federal regulations.
Roberto Isasi (CRD #4541030) is registered with the State of Florida as a representative of a broker-dealer (Portfolio Resources Group, Inc.) and as an advisor to an investment advisory firm (Portfolio Resources Advisor Group, Inc.) For more information about Roberto Isasi and the firms with which he is registered, please refer to:
Roberto Isasi is an associate of Portfolio Resources Group, Inc. and Portfolio Resources Advisor Group, Inc. who provide regulatory oversight of brokerage, advisory and financial planning activities, as well as infrastructure and access to products and markets. For more information about Portfolio Resources Group, Inc. and Portfolio Resources Advisor Group, Inc., please see: