Rod Roberto has been in the Southern California area for over 50 years. Since 2001, he has been educating and working with Physicians, Attorneys, Corporate Executives, and Business Owners in effective financial decision-making. Rod works with people who want to improve their net worth and make informed decisions, so they can meet their objectives in the building, protection, and enjoyment of their wealth.
As a leader at WestPac for many years, he has served a select group of clientele as well as instructed and mentored other advisors such as CFP’s, CPA’s and Investment advisors. He frequently speaks and shares the WestPac client experience with other industry professionals throughout the country.
Rod’s wife Cathy has been an educator for over 20 years. They have 5 kids. Erica attended University of California Riverside and is pursuing Education. Austin attended Worcester Polytechnic Institute and is currently working for the County of San Diego. Bradley graduated with a BA and MBA from Franklin Pierce University. Victoria graduated from Pepperdine University with a BS in Accounting. Cody is a freshman attending the University of Hawaii.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0C63577l 2022-135122 Exp.03/24