R A Financial Planning

Our mission is to serve our clients with commitment, passion, and integrity, striving to meet their needs with professionalism, empathy, and respect. We build trust through ethical conduct and a deep understanding of client needs and financial trends, ensuring we adapt to change. We create a culture of cooperation and mutual respect, and support our clients and colleagues, value diversity and deliver compassionate, people-oriented service.


Advisors

Ricardo Roberto

MBA

Financial Advisor

Visit Ricardo Roberto's website


Team

Margarita Reyes

Margarita Reyes

Paraplanner,

Practice Manager
Clarissa Rivera

Clarissa Rivera

Assistant