Roberto Medina – Financial Services

Take control of your financial future and start growing your wealth

Advanced Insurance Strategies

Grow and Protect Your Wealth

We help our clients achieve their goals by providing expert consulting services.

Take control of your financial future and start growing your wealth

Long-Term Care

Grow and Protect Your Wealth

We help our clients achieve their goals by providing expert consulting services.

Take control of your financial future and start growing your wealth

Retirement Planning

Grow and Protect Your Wealth

We help our clients achieve their goals by providing expert consulting services.

Take control of your financial future and start growing your wealth

Medicare Guidance

Grow and Protect Your Wealth

We help our clients achieve their goals by providing expert consulting services.

Welcome to
Roberto Medina Financial Services

We help individuals, families, and business owners add certainty and efficiency to their financial portfolio. Please, take a tour and get a taste of what we do. Let us know how we can be of service to you.

Roberto Medina is an economist and licensed Financial Planner with more than 10 years of experience helping clients make smart decisions about retirement, insurance, and Medicare. Born in Mexico City and proud to serve the diverse community in California, Roberto blends financial expertise with compassion and clarity.

Our specialist team of consultants understands the importance of maintaining long-lasting business relationships with clients to deliver specific financial solutions for long-term success.

Financial success depends on relying on a team of experts with in-depth knowledge and massive experience in business application solutions to guide you through the process and provides the necessary tools to reach the desired goal and exceed your expectations.

Welcome to Roberto Medina Financial Services

We help individuals, families, and business owners add certainty and efficiency to their financial portfolio. Please, take a tour and get a taste of what we do. Let us know how we can be of service to you.

Our specialist team of consultants understands the importance of maintaining long-lasting business relationships with clients to deliver specific financial solutions for long-term success.

1 %

The number of Adults in America with life insurance.

1 %

The chance of an American over 65 needing Long-Term Care.

30- 1 %

More income in retirement can be achieved with an efficient allocation of your money.

Number of Americans that turn 65 every day.

Committed to clients, focused on results.

Consulting strategies that focus on what’s important to your beloved ones needs.

Financial Planning

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including taxes, savings, retirement, your estate, insurance and more.

Tax Planning

Our financial planners help clients address certain tax issues and figure out how to maximize your tax refunds and minimize your tax liability.

Retirement Planning

We provide retirement planning services which will help you prepare for that day. Our consultants will make sure that you’ve saved enough money to live your lifestyle.

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Personalized business development reports that help reveal gaps & chances in your practice.

Wealth Management

Wealth management is an investment advisory practice focused on serving the unique needs of wealthy individuals. The practice incorporates wide range of services, including financial planning and investment management, to manage significant amounts of wealth in a comprehensive fashion.

Risk Management

You can hire a financial advisor to help you manage your own wealth, especially if you don’t classify as a high net worth individual, no worries we will help you.

Social Security Benefits

The benefit is based on their spouse’s contributions to Social Security and is capped at 50% of their benefit amount at full retirement age.

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Multiple plan solutions make it easy to scale your practice and meet all our clients’ needs.

Portfolio Consulting

Customization, control and tax efficiency are important to many investors. That’s why we offer separately managed accounts for a diverse range of investment objectives. Learn how they can help you deliver more for your clients. Find unique customizable solutions for your portfolio from a range of

Portfolio Solutions

Investments that seek to provide superior long term results, combined with an objective based approach, can be the foundation of your clients' portfolios.

Model Portfolio Returns

Model portfolios offer multiple approaches to help clients pursue their investment objectives while freeing you to spend more time cultivating those relationships.

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1 %

Maximum drawdown is a measure of downside risk over a given time period; it is the maximum loss.

We believe in a distinctive way of managing money.

The best solution forfuture business!

To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security.

It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Banking & Finance

We can help you respond innovatively to this rapidly evolving world as part of our multi disciplinary team. Our deep industry insight, technical expertise and technology solutions can become your platform for success in this market.

Sciences & Healthcare

Sciences and Healthcare practice helps pharmaceutical, biotech and medical clients develop future focused business strategies and implement the time critical programmes and procedures essential to success within worldwide regulatory frameworks.

Technology & Software

As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must be especially cognizant of the forces driving change and increased complexity.

Education & Training

Education is an important key to economic competitiveness and social cohesion. It helps individuals & communities to reach their full potential. Governments therefore committed to raising educational skills and access to lifelong learning.

Hospitality & Leisure

Hospitality, leisure and tourism are vast areas that will give you the grounding to work in a variety of sectors from managing local sports centre or hotel, to planning itineraries of cruise ships, will give you the edge in this

Power & Utilities

We can help you make the right moves in an era of new energy sources, smart grids, and digital transformation. Adapting to climate change and a new energy mix will require power sector to think differently about every aspect of

We focus on helping clients shape the future of their business, and execute strategies on the changing face of the customer. Schedule A Visit

Explore All Industries

Expect and deliver the highest quality outcomes.

Our purpose is to build trust and maintaining a long lasting relationships with our clients.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Year over year, we get to know the people who make the company work. We believe investing this way not only can ease risk, it powers each fund with a diverse of experienced investment professionals.

Acknowledge needs and objectives

We prepare for your meeting by identifying key milestones or events that have happened since we last met. Then we review your portfolios to see if they’re well positioned to meet

Provide a comprehensive long term perspective

We ascertain our client’s financial outlook to determine whether they should seek investments weighted toward preservation of capital, a balance of income and appreciation, or growth.

Establish confidence and discuss opportunities

We will provide unique recommendationa in sensible investment choices that will help our clients meet their long term goals or fund their retirement income needs.

Innovate and learn
from failure

Create impact with
our colleagues

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower thier business growth with our great expert guidance.

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Resources that will guide your decision making.

New ways to engage
& empower clients

Find out about the ways to deal with debts if you are falling behind with daily bills, loan and credit card repayments or other commitments & get some free advice by speaking to one of our financial advisers!

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How should business adapt to support our world?

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A catalyst to unlock potential in tax pricing and beyond

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Strategies for attracting and retaining prominent talents

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InvestmentTech

Can the world reverse the fall in climate tech investment?

The need for climate technology continues to rise, but equity investment in start-ups has declined for a second year amid...

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Why trustworthy data matters to your business and brand?

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Building stakeholder trust for a sustainable performance

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Get free advice by speaking to one of our financial advisers over the phone or just submit your details and we’ll be in touch shortly! Get In Touch

We believe in a distinctive way of managing money.

Putting right solutions and methods in place.

Our team works across markets and capabilities to help you establish a strategy that addresses the realities of your business. Whether you want to improve the performance of work or mitigate the risks of mergers and acquisitions.

Our research is more than just numbers. We don't stop at spreadsheets and site visits. Year over year, we get to know the people who make the company work. We believe investing this way not only can ease risk, it also powers each fund with a diverse mix of experienced investment professionals.

A global strategy designed to solve tomorrow’s challenges.

Committed to provide accurate and actionable advice to help our clients take finance decisions.

Michael Brian

The Founder

We’re here to help with any questions you have on your path to find financial security and our core beliefs central to investing success.

Process Optimization Data Analytics Risk Management

Advanced Insurance Strategies

Insurance is more than a safety net—it’s a versatile financial tool.

Long-Term Care

Needing help with basic daily activities—like bathing, dressing, or eating—can happen after illness, injury, or the onset of conditions such as Alzheimer’s.

Retirement Planning

Retirement today looks very different from the past. The steady pension checks that once carried people through their golden years have become rare.

Medicare Guidance

Approaching Medicare eligibility comes with a flood of decisions—and even more information.

What Our Customers Feel About Our Services!

My parents had to move to California from another state because my dad was to begin his cancer treatment. We had some administrative challenges at the beginning and Roberto was key in order to get the right plan for both of them. He knows the system very well and does it with care.

We are already implementing a financial strategy designed by Roberto. We get together twice a year and we review if we need to make changes or adjustments. He is very knowledgeable and has a way to explain complicated issues in a very simple way.

Ana M.

Antonio B.

Speak to one of our advisers and get free advice!

Interested in cooperation or have questions? Just fill out the form and we will call you back. Or you can contact us via: Allianz@7oroof.com

News & Articles

Beautiful thoughtful woman looking upSmiling woman looking up at vintage golden key to success among many others hanging. Concept of business aspirations, achievement

Insurance

Advanced Insurance Strategies

Long-Term Care

Retirement Planning

Medicare Guidance

Welcome to
Roberto Medina Financial Services

We help individuals, families, and business owners add certainty and efficiency to their financial portfolio. Please, take a tour and get a taste of what we do. Let us know how we can be of service to you.

Welcome to Roberto Medina Financial Services

We help individuals, families, and business owners add certainty and efficiency to their financial portfolio. Please, take a tour and get a taste of what we do. Let us know how we can be of service to you.