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Our financial advice team


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 16 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

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,, 1986-1986

Community participation

Interests

Marathon Running

Outrigger Canoe

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