Rolando is the President and Chief Investment Officer of Animus Wealth Management, LLC. He joined the financial services industry in 2015, graduated with a bachelor’s in finance from the University of Texas Rio Grande Valley and has specialized in advising clients on various financial planning topics and investment management by applying the firm’s consultative and comprehensive philosophy. Rolando helps develop and implement prudent investment management to achieve client’s lifetime goals through investment advisory, risk management, business succession, estate, and philanthropic solutions. The symbiosis between classic, modern, digital management, proximity and care to his clients, the quality of investments, and risk diversification are central to him to a successful result in asset management.
Rolando is currently fully licensed with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as principal for the Registered Investment Advisor (RIA) Animus Wealth Management, LLC. Rolando is also a candidate for the Certified Investment Management Analyst®️ certification, administered by the Investments & Wealth Institute and taught in conjunction with Yale School of Management. He is an ex collegiate tennis player and is an avid golfer. Biggest aspiration so far is to be a father and learn to sail.
“The two most important moments days in your life are the day you are born and the day you find out why”
-Mark Twain