Roberto Calderon

About Roberto Calderon

I am passionate about helping people manage their money. This can be overwhelming with your priorities ranging from buying a home, saving for your kid\'s college, to taking care of elderly parents, to preparing for your own healthcare needs, it\'s a lot of competing demands to juggle. That\'s where I come in. As a Merrill Financial Solutions Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to reach them. I am there for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.

Experience

1. Fsa - Merrill

   Merrill Lynch

   Aug 2021 — Present

Education

• Florida International University

  Bachelor's Degree

  2011 — 2018