He’s passionate about legacy planning and preparing the next generation for meaningful life changes.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: He has a passion for financial planning and is committed to bringing enhanced planning capabilities and exceptional wealth management to his clients.
Education: B.A., Economics, Cal State, San Marcos
Previous Work Highlights: Roy most recently was a wealth manager at First Republic Investment Management where he built strong relationships advising his clients and their families by building their financial plans. His prior experience has also included roles at Wells Fargo Advisors and Morgan Stanley.
Personal Facts: Roy is the Chair of Oncology and Kids, an organization that helps kids and families heal from the emotional scars of childhood cancer and provides a community in which they can learn to thrive.
