Roberto Cruz Email & Phone Number

Jacksonville, Florida, United States

• Assisted advisors in completing any projects or tasks that have been assigned.• Updated, reviewed, or added information to Commonwealth CRM.• Financial Planning Input updated values into appropriate planning software. Conducted monthly/quarterly/ad hoc client reporting.• Investment Planning and research Maintain recommended lists of mutual funds, variable annuities, stocks, etc. Maintain up-to-date information on the performance of model portfolios.

Jacksonville, Florida, United States

• Earned 500 CFP Standard Pathway hours• Hands-on experience using real software such as E-money, Asset+Map, Redtail CRM, and Morningstar. • Developed into the main areas of financial planning such as investment planning, retirement planning, estate planning, cash-flow planning, student-loan planning, insurance planning, and tax planning.

Sorting donated food to maintain high-quality standards for those in need.Inspecting food and placing them in their respective category to place in bags for meal kits.

Bachelor Of Business Administration - Bba, Financial Planning And Services, Finance, General

Activities and Societies: Alpha Sigma Phi, Delta Sigma Pi, Order of Omega

Education record