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Robert Lozano, M.A.
Investment Adviser Representative
OFFICE: 786-390-3652


SERVICE AREA:
Florida
OFFICE LOCATION
Virtual Office


HOURS
Monday 12:00 - 1:00 pm and 3:30 - 7:30 pm
Tuesday 12:00 - 1:00 pm and 3:30 - 7:30 pm
Wednesday 12:00 - 1:00 pm and 3:30 - 7:30 pm
Thursday 12:00 - 1:00 pm and 3:30 - 7:30 pm
Friday 12:00 - 1:00 pm and 3:30 - 7:30 pm
Saturday 9:00 am - 3:00 pm
Or by appointment
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Welcome

Royal Fund Management offers Independent Fiduciary Responsibility. As a fee only investment advisory firm, Royal Fund Management does not sell financial products or receive commissions. Therefore, we are obligated, as fiduciaries, to act in the best interest of our clients.

Areas of Focus
  • Retirement Planning
  • Retirement Income Strategies
  • Rollovers
  • Annuities
  • Business Succession Planning
  • Personal/Family Financial Planning
  • Higher Education Planning
  • Insurance Needs Analysis
  • Portfolio Analysis and Rebalancing
Interests & Community Participation
  • Sailing
  • Walking
  • Ping Pong
  • Reading
  • Travel
  • Volunteer activities

Experience
  • Instructor of Economics
  • Independent Insurance Agent
  • Quality Assurance
  • Financial Analysis
  • Portfolio reviews
  • Retirement planning
Education
  • Licentiate, Finance and Accounting,  University of Havana (1983)
  • Masters Degree, International Relations, University of Miami (1988)
  • Masters Degree, Economics, University of Miami (1997)
  • Black Belt Six Sigma, Villanova University (2009)
  • Data Scientist Certificate, John Hopkins (2014)

 

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