Roberto E. Corleto is a Client Associate at Proxy Advisory Group, bringing over 30 years of extensive experience in the Life & Health insurance field and over a decade of specialized expertise as a Certified Paralegal. Roberto serves as a key liaison between clients and advisors, dedicated to providing exceptional, tailored service to meet complex client needs.
Licensed in California for Life & Health Insurance, certified as a paralegal, and having passed the FINRA Series 7 and 63 exams, Roberto offers a unique, comprehensive perspective on insurance, law, and finance. He is committed to going the extra mile, helping clients navigate their financial goals with precision and care.
Originally trained in Math and Physics at el Liceo Evangelico, Roberto later earned an Associate degree in Arts and Economics from Los Angeles Valley College. Outside of the office, he enjoys the theatre, concerts, and hiking with his dogs and friends.