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Roberto T

Series 66

El Paso, TX

Equitable Advisors

Roberto Torres is a financial advisor with Equitable Advisors in El Paso, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC. In addition to his advisory role, Torres owns and operates a CPA firm, Roberto G. Torres & Co PC, and serves on the investment committee of the Catholic Diocese of El Paso. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of firm-offered programs and third-party asset managers to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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