Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Private Wealth Advisor
Roberto Duran is a CERTIFIED FINANCIAL PLANNERTM Practitioner with Odyssey Wealth Design, a comprehensive financial services practice.
Mr. Duran began working in the field of finance in 1998, as an intern in Corporate Market Risk Management with Bankers Trust Co. in New York, then later as a junior analyst in Mergers and Acquisitions with Hovde Financial, Inc., out of Walnut Creek, CA.
In his own words, Roberto describes that in January of 2000, “after an evaluation of the various career paths offered in the field of finance, I opted to focus my efforts on the community. I have always had a passion for helping people, and I couldn’t think of a better way to do it than by being instrumental in promoting the value, and emphasizing the importance of financial planning, financial literacy, and education. My career is like a mission to me. I help individuals and their families accomplish their financial goals”. In February of 2000, Mr. Duran began growing his own practice as a personal financial planner, working primarily with business professionals, and educators in the San Francisco Bay Area and Silicon Valley. In February of 2001, Roberto transferred his practice to the firm’s Orange County office, where he has since established himself as a financial planner of choice among healthcare professionals, business owners, executives, and retirees.
Roberto is committed to providing his clients, staff, and business associates with a service characterized by professional competence, articulate communication, responsibility, honesty, and understanding.
Through the financial planning process, Roberto is diligent in his assessment of each client’s unique set of circumstances and works closely with them to help them articulate their needs, and identify strategies to accomplish their goals. Roberto explains that “financial planning is a very personal experience, like going to see a doctor, or a counselor. When someone shares their private concerns, hopes, and dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me, and I help them toward a sense of security.”
Roberto graduated Magna Cum Laude with a degree in Finance from the University of San Francisco in 1999, earned the professional designation of CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) in 2003, Chartered Financial ConsultantTM in 2006, Chartered Retirement Planning CounselorSM in 2007, and Certified Business Exit Consultant® in 2020.
Odyssey Wealth Design is a marketing name for registered representatives of Lincoln Advisors Corp.