How I can help you

I enjoy helping people think about new opportunities and how to grow their existing business. I started my career working for large banks in Wall Street and spent the past 15 years investing for families and wealthy individuals. As an investor and entrepreneur, Ive helped businesses of all sizes with their finances, growth strategies, and capital needs. I speak Spanish and English with extensive experience and contacts on both sides of the US/Mexico border.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Management & Operations
  • Marketing

Industry Experience

  • Accounting & Tax Services
  • Professional Services

Claudio F. Robertson

Communication Methods

  • In Person
  • Phone
  • Video