Markets may shift – our support doesn’t.
We’re here to help during this period of market volatility and uncertainty.
Skip to main content

Our financial advice team


Ricardo Roberto, Financial Advisor serving the Coppell, TX area - Ameriprise Advisors

Ricardo Roberto

MBA

Financial Advisor

R A Financial Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 17 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Small Business

Education

  • MBA, Southern Methodist University, Dallas, Texas
  • Masters in Economic History, UCLA, Los Angeles, California
  • BA, History, University of California Davis, Davis, California

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

  • Financial Advisor, LPL Financial LLC, Coppell, Texas, 2014-2022
  • Financial Planner, Prudential Financial Planning Services, Irving, Texas, 2012-2014
  • Financial Advisor, Edward Jones, Coppell, Texas, 2004-2012
  • Director, Fort Worth International Center, Fort Worth, Texas, 1997 - 2002
  • Diplomat, US State Department, Washington DC, Washington DC,, 1986-1997

Community participation

Interests

Long Distance Runner: Rome:2000,2011,2017. Paris: 2007. Boston 2010. St George 2019. Cowtown Wheelchair Support 2025

Outrigger Canoe

Family First: My relationships with my wife and four adult daughters.