Roberto J. Pineda Castellvi

Vice President, member of Rodriguez & Pineda Wealth Management Group
Guaynabo, Puerto Rico
(939) 399-0112

  • FINRA licenses and other credentials: Series 7, 63, 65, Insurance: Life and Variable

“I enjoy working on new and creative ways to execute a strategic, tactical plan for my clients’ financial and investment goals.”

The markets have fascinated Roberto since his youth when he emulated his father and began to follow stocks in the morning newspapers. Roberto was drawn to the numbers and to the notion of helping people invest. Eventually, Roberto earned a Bachelor’s degree in business administration and finance with a minor in marketing. He then decided to concentrate on financial services and wealth management as a career, and has done so for more than a decade. The most satisfying moment in Roberto’s career was several years ago when he was chosen to lead a complex transaction with the syndicate on an initial public offering. Roberto never imagined that he would grow from being a young boy reading about stocks in the morning newspaper and watching stocks to becoming an important part of the process to introduce a stock to the market. He continues to diligently work on behalf of his clients to help them achieve their goals.


Investments involve risk and the possible fluctuation of principal.

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