Financial consultant
& Certified Investment Broker
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Financial consultant
& Certified Investment Broker
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Message
About Me
Robert Carlos Wright is a verified Top U.S. financial Consultant with over 35 years of experience and 33 licenses in different states in the United States of America. She is a dedicated financial advisor who recognizes that financial planning extends beyond investment decisions. It's not just about managing money, it's about leveraging it to create meaningful opportunities for you, your family, and your community.
I provide expert guidance on securities, manage investment portfolios, and offer comprehensive financial planning services. As an experienced broker in both stock and real estate sectors, I bring a strategic approach to developing and executing trading and investment plans, while providing my clients with real estate investment opportunities that consistently produce strong financial returns. Acting in my clients’ best interests is my fiduciary duty, and I take that responsibility seriously.
My passion continues to grow. This is what excites me, fuels my drive, and brings me the greatest satisfaction. It’s not just something I excel at; it’s what I truly love to do. Our philosophy is simple: when we pritize our clients’ success, we achieve success together. Beyond teaching you to become a skilled technical trader, we also help expand your mindset in ways you never expected.
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Years
Experience
Working
Experience
In the learning stages I do not think it’s possible to approach anything with a part time attitude and get an awesome results. Even if you fully commit yourself to something new it doesn’t guarantee you will get the results others are getting.
So imagine if you don’t even really bother trying. Learning to trade has been the hardest thing I have ever had to do if you are looking to do the same I strongly suggest you should go all in or better don’t try.
On the flip side, if you have spend 3 to 5 years mastering trading, the technical and your mindset, you’re getting epic results but you want to input less hours to explore other avenues then is 100% achievable. Find a trading style that suit you ( most likely swing trading ) and requires less time and you’re set.
Services
Personalized Financial Planning
Your financial goals deserve more than guesswork. As your investment advisor, I offer personalized financial planning designed specifically around your life goals and future vision. Whether you’re preparing for a secure retirement, growing long-term wealth, funding a child’s education, or preserving assets through thoughtful estate planning, I craft a strategy made exclusively for you.
Portfolio Management
I provide expert portfolio management that helps you grow wealth confidently and consistently over time. I build and actively manage a well-diversified investment portfolio that align with your financial goals, risk tolerance, and time horizon.
Tax-Efficient Investment Planning
I help you grow your wealth the intelligent way, by strategically structuring your investments to minimize tax liabilities while maximizing long-term returns. From choosing tax-advantaged accounts and timing withdrawals strategically to selecting investments that reduce taxable events, I ensure your portfolio is optimized for both growth and efficiency.
Strategic Wealth Allocation
A strong financial future starts with a smart asset allocation strategy, and that’s exactly what I deliver. I carefully structure your portfolio by deciding the right percentage to invest across stocks, bonds, real estate, aviation industry, artificial intelligence, and more, based on your needs and comfort with risk.
Retirement Income Planning
I help you create a steady and dependable retirement income plan so you can enjoy your future with peace of mind. Together, we’ll structure your withdrawals, pensions, and investment income in a way that ensures your savings last comfortably throughout your lifetime.
Regulatory Guidance & Compliance Protection
I provide regulatory guidance and compliance protection to ensure your investments are always aligned with current financial laws and industry standards. You never have to worry about hidden risks, legal complications, or unknowingly making decisions that could lead to penalties.
Market Research, Analysis and Investment Recommendations
I provide in-depth market research and analysis to help you make well-informed, confident investment decisions. You never have to guess where to invest. I study economic trends, company performance, risk factors, and market opportunities on your behalf. Every recommendation I give is carefully evaluated to align with your goals, risk tolerance, and long-term strategy.
Cash Flow & Budgeting Guidance
I help you gain full control over your finances through clear and sustainable cash flow and budgeting guidance. Together, we create a smart financial structure that ensures your income is allocated efficiently, covering your essential needs while still allowing room for savings, investments, and lifestyle goals.
Risk Assessment & Management
I help you understand and manage financial risk with clarity and confidence. Before making any investment decisions, I carefully assess your risk tolerance, financial goals, and time horizon to ensure every choice aligns with your comfort level.
Professional Examinations and Honors I've reached.
SERIES 7 - UNIFORM COMBINED STATE LAW EXAMINATION
State Securities Law Exam
May 9, 2002
SIE - SECURITIES INDUSTRY ESSENTIALS EXAMINATION
General Industry/products Exam
Oct 1, 2018
SERIES 7 - GENERAL SECURITIES REPRESENTATIVE EXAMINATION
Gen/indusry/Products Exam
Apr 8, 2002
SERIES 24 - GENERAL SECURITIES PRINCIPAL EXAMINATION
Principal/Supervisory Exam
Mar 25, 2016
SERIES 63 - UNIFORM SECURITIES AGENT STATE LAW EXAMINATION
State Securities Law Exam
Aug 12, 2019
Testimonials
Contact
Location:
444 W Lake St. Ste 1700 Chicago, Illinois 60606.
