Richard Roberto, CFP®
Email: rroberto@fortpittcapital.com
FOCUS
Rico utilizes thorough communication to build extensive financial plans that help map clients’ financial lives. As a financial advisor, he enjoys helping clients set and achieve goals, whether they be short-term, long-term, or both. He focuses on providing a great client experience and adding value wherever possible.
CAREER HIGHLIGHTS
Rico started his career in a finance development program, where he gained experience in several corporate functions. His interest in wealth management and desire to help others led him to join Fort Pitt Capital Group in 2019. He earned his CFP® designation in 2021.
EDUCATION
BS, Pennsylvania State University
PERSONAL
Rico lives in the South Hills with his fiancée and their miniature schnauzer. He’s a fan of all types of cooking (especially barbeque), exercising, golfing, and everything Penn State football.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.
