Robert Lozano

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)

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure