Professional profile
Roberto Yudice has over 16 years of executive and financial planning experience. After a successful career in Corporate Finance with multinational corporations, he transitioned into financial services in 2019, driven by a passion for helping individuals achieve financial peace of mind and security. Through a comprehensive planning process, he provides ethical, personalized advice to support clients in reaching their financial goals.
Outside of work, Roberto enjoys cycling, running, traveling, and most importantly, spending time with his wife, Stephanie, and their two sons, Rodrigo and Eduardo.
Areas of Experience
- Comprehensive Financial Planning
- Retirement Income and Legacy Planning
- Investment Analysis and Risk Management Strategies
- Social Security, Medicare and Long-Term Care Planning
- Wealth Accumulation, Preservation and Distribution Management Strategies
Educational and Licensing
- Series 7, FINRA General Securities Registration, held with LPL Financial
- Series 66, FINRA Uniformed Combined State Law Registration, held with Synergy Investment management, LLC
- Florida 2-14 Life and Variable Annuity License
- Florida 2-40 Resident Health Agent license
- CRPC®, Designation, Chartered Retirement Planning Counselor
- APMA®, Accredited Portfolio Management Advisor
Chartered Retirement Planning Counselor, CRPC®: Designees complete an advanced eight course academic curriculum equivalent to three graduate semester credit hours. Focus includes the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, insurance and estate planning.
The Accredited Portfolio Management Advisor, APMA® program, is a designation program for financial professionals. This advanced graduate-level program covers the finer points of portfolio creation, augmentation, and maintenance. Topics covered include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios, policy statements and asset allocation.