Roberto Espinosa, AEP®, CAP®, CFP®, ChFC®, CLU®

Business & Estate Planning Specialist

Personal

Originally from Mexico City, I moved to San Antonio in 1996 with my wife Lourdes. We have two magnificent children, Pablo & Mariana.

My core values are Family & Friends, Faith & Fun, Stewardship & Loyalty.

I believe in being active member in the community, through my Chartered Advisor in Philanthropy I’m currently involved with non-profits and business organizations serving in several boards and committees.

Loving what I do, making a difference in the lives of those I interact with, and leaving the world a better place.


Because I’ve enjoyed mentoring new representatives, I’ve been asked to take on a leadership role as I continue to build my personal practice.  One of my responsibilities in that leadership role is helping to grow and develop our network office.

Our contacts have proven to be one of the best resources for introducing us to high caliber people we should meet.  As a Northwestern Mutual client, you’re already familiar with our company and working with a financial representative. Let me know if you can think of anyone who would benefit from this career.  It is an excellent opportunity for someone who’s entrepreneurial, goal-oriented and likes to be rewarded for his or her efforts.

 

 

 

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck