Roberto J. Rivera-Leal

Insurance Strategies, Investment Strategies (Reg. Reps Only), Financial Education, Risk Management Strategies, Retirement Income Planning, Retirement Strategies, Military, College Funding Strategies

English, Spanish, French

My name is Roberto Rivera-Leal, and I am a financial advisor with MassMutual Puerto Rico. My mission is to guide individuals, families, and businesses toward achieving their financial goals by providing tailored solutions and sound advice. I specialize in areas such as investment strategies, retirement planning, insurance solutions, and overall wealth management.
I graduated from Penn State University in 2019 and began my professional journey as a commissioned officer in the U.S. Army National Guard. My military service instilled in me values like discipline, integrity, and leadership, which continue to shape how I approach my work with clients.
As a financial advisor, I have the privilege of assisting households in building secure financial futures and managing assets to align with their unique goals. I focus on understanding what matters most to my clients, creating personalized strategies to help them grow and protect their wealth while preparing for life’s uncertainties.
Outside of work, I enjoy staying active in martial arts, exploring new challenges, and spending time with family and friends.
Financial planning can be complex, but I’m here to make it simple and achievable. I believe in building long-term relationships based on trust, transparency, and a shared commitment to success.
Let’s work together to create a plan for your financial future.

CRN202802-800068

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