Roberto Espinosa is a Financial Advisor with Northwestern Mutual Wealth Management Company. Celebrating 12 years with the company, he is originally from Mexico City and has lived in San Antonio since 1996.
Roberto obtained his Degree in Economics from the ITAM (Intsituto Tecnologico Autonomo de Mexico); has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Advisor in Philanthropy (CAP®), Retirement Income Certified Professional (RICP®), degrees from the American College in Pennsylvania and is recognized by the National Association of Estate Planners Council as an Accredited Estate Planner (AEP®). In 2012 he was recognized by the Certified Financial Planning Board with the designation CFP®.
Roberto’s articles have been published by many national and local magazine. He has been featured in frequent publications including Forbes, Hispanic Executive, Latino Leaders and Empresarios Magazines. Richard Karlgaard uses Roberto’s story for the chapter on “Trust” in the best seller book “The Soft Edge, where great companies find lasting Success”.
Roberto is an active member in the community participating in many non-profit and business organizations like: Eva’s Heroes, Association for Corporate Growth, San Antonio Estate Planning Council, National Association of Insurance and Financial Advisors-NAIFA, University of the Incarnate Word School of Business & Administration Advisory Council, San Antonio Area Foundation, Economic Development Foundation, UT Health Science Center Planned Giving Advisory Council, Leadership San Antonio, and ABLDP Steering Committees. He in an honorary board member of the San Antonio Chamber of Commerce and the San Antonio Hispanic Chamber. Roberto is the current Chair of AEM (Asociación de Empresarios Mexicanos-Mexican Entrepreneur Association) in San Antonio.
Roberto is married to Lourdes and they have two children: Pablo and Mariana.