Roberto A. Valles
Wealth Management Advisor|CFP®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 2013.
Education
Georgia State University - Finance (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2021-2024
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Personal
Roberto and Ericka are the proud parents of four children.
Away from work, you'll find Roberto watching sports, playing golf, working on their home in Smyrna, or spending quality time with his family. The Valles family attends The Square Church in Smyrna.
Roberto's spouse, Ericka, is actively involved in the special needs community. Their daughter, Sara, has Down syndrome ... but there's nothing down about it!
Growing up in Denver, Colorado, Roberto has always been a Denver Broncos fan. He also spent time working for Georgia State University Football and cheers for all things GSU.
Roberto is a United States Navy veteran having primarily served at Naval Air Station Atlanta. Go Navy!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Engage Burkina
In September 2014, he was part of a five-man, Engage Burkina team that traveled to Burkina Faso, West Africa to provide clean drinking water to 187 families across. They distributed more than 400 pairs of donated shoes, visited a Compassion International site and served at a handicapped ministry in the poorest section of the capital.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
