Roger Henriquez Casanova Email & Phone Number

With over a decade in the financial industry, I've cultivated a reputation for expertly managing the portfolios of high-net-worth individuals. My journey, from becoming an Investment Advisor at Banco de Credito del Peru to now leading the charge at INTI Wealth Management, has always been driven by a singular focus: ensuring every client feels informed, valued, and confident in their financial future. Proudly holding the CFA charter and an MBA from the University of Michigan, my academic and practical foundation in finance is rock solid. What truly sets my approach apart is an unwavering commitment to transparency, stemming from my belief that finance is as much about people as it is about numbers.At INTI Wealth Management, our ethos is resolute: client-first, always. We wear the badge of fiduciary responsibility with pride, ensuring our clients' best interests are paramount in every decision. It's more than just numbers; it's about delving into each client's unique life journey and aspirations.What sets us apart? We don't merely advise; we actively listen. Our compensation structure is designed to guarantee unbiased advice, unfailingly. While we're anchored in the traditional values of trust and reliability, our gaze is always forward, consistently researching and innovating for optimal client solutions.Over the last year, I've generated 8% of average wealth growth for my clients while ensuring 38% of average savings in costs and fees, keeping you well-informed and always aligning with your risk appetite.Our offerings encompass:Financial planning: Achieving your goals, step-by-step.Estate planning: Orderly and mindful transfer of assets to your loved ones.Credit solutions: Low-cost financing with tax benefits for your enterprise.Tax planning: Tailored strategies to maximize your take-home.Portfolio management: Making your investments work diligently.Multibank reporting: A holistic view of your portfolios across various banks.On a personal note, when I am not diving into finance topics, you’ll find me enjoying Michigan outdoors with my family, reading a book, or watching college football.I'm always eager to connect with families aiming to protect and grow their wealth, as well as with budding professionals, or anyone passionate about the future of wealth management. Let's embark on a journey of connection, growth, and inspiration together.Ready to take the next step? ► Let’s chat in a free consultation: https://calendly.com/intillc/consulta-gratuita

Listed skills include Financial Modeling, Portfolio Management, Finance, Risk Management, and 5 others.