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