About Us

More Than Just a Financial Advisor

Roberto Medina brings together the precision of an economist, the creativity of an actor, and the empathy of a trusted advisor. Born and raised in Mexico City, Roberto earned his degree in Economics from ITAM and launched his career at Banamex and the National Institute of Statistics. He later followed his artistic calling by earning an MFA from Rutgers University, building a successful acting career over three decades.

Today, Roberto channels his diverse talents into helping individuals and families navigate the complex world of financial planning. With over ten years in the insurance industry and certifications across long-term care, annuities, and Medicare products, he’s a passionate advocate for smart financial strategies — especially within the Hispanic community. His mission is simple: to help his clients understand their options so they can make informed, confident decisions about their futures.

Released projects and strategies planned by company in 2024.

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Qualified and dedicated team of financial experts to help you.

Satisfied and happy clients we have servedall over the world.

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Years of proven financial expertise in wealth management planning.

Integrate a diverse range of ideas

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of

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Deliver the highest quality outcomes

Our research is more than just numbers. Year over year, we get to know the people who make the company work.

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Believe in powerof implication

We keeping close contact with our management and spending time on location, drive a deep operational

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Integrate a diverse range of ideas

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of

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Looking beyond numbers to create a plan!

What Makes Us Tick?

Our Vision

To empower individuals, especially within California's diverse communities, with financial clarity and confidence through personalized planning and education.

It’s been an excellent experience. Allianz team of consultants is a trusted partner; they took the necessary time to understand our operations and needs, which was essential for our providers and clients. They were professionals and made the right changes and adjustments to align project team with our culture and needs.

Dana Wade Sr

Optime Inc

Ann John

Optime Inc

What Do We Want to Accomplish?

Our Mission

We simplify complex financial decisions by offering clear, honest guidance backed by research, experience, and heart. Whether you’re planning for retirement, exploring life insurance options, or navigating Medicare, we’re here to help you protect what matters most.