Robert Cortes, Orlando Financial Advisor

Robert Cortes is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Robert’s dedication to financial advising was sparked in 2007 when his father’s experience highlighted potential conflicts of interest within the finance industry. This event became the catalyst for Robert’s commitment to providing unbiased and client-focused financial advice. His career began as a bank manager, where he built and led a team that earned recognition as the top branch in the organization for three consecutive years. This success, combined with his personal commitment to integrity and transparency, makes him an asset to our team. He also holds the Series 66 Uniform Combined State Law Examination.

Born into a military family, Robert spent his early years moving around, living in places such as Washington, D.C., Spain, and Mississippi, before eventually settling in Florida at Patrick Air Force Base. This diverse upbringing has given him a broad perspective and the ability to connect with clients from all walks of life. Robert’s educational background is complemented by his impressive athletic achievements. He was both a conference and regional wrestling champion and the United States Karate Kai Do Grand National Champion. Outside of work, Robert enjoys running, rock climbing, backpacking, and is an avid foodie who loves discussing food almost as much as he enjoys eating it. Known for starting many of his sentences with, “I was listening to a podcast the other day…,” he loves sharing new insights and believes financial freedom is more than retirement, it’s an attitude. To learn more about Robert, connect with him on LinkedIn.

Credentials

• Previously a bank manager where he built and led the team of the top branch in the organization for three consecutive years
• Holds the Series 66 Uniform Combined State Law Examination