Roberto Apud Abud, CF2

About Roberto Apud Abud

Roberto is an expert in cross border banking financial services and fintech solutions with a conceptual ecosystem disruptive proposal to revolutionize cross border payments & trade finance for the USMCA market. He successfully built a diverse venue of solution approaches and business models in Texas, and provided a conceptual framework as well as a set of products and services to develop Cross-Border and Expat Banking in Mexico.

As a Certified Financial Fiduciary® and Founder, President & CEO, of Next Wealth Advisers, LLC he provides Defined Contribution(401K) Plan Advisor Services and work as a Global Wealth Advisor & Senior Portfolio Advisor. Previously he worked for for Bank of America/Merrill Lynch, Insight Securities and JV Global Capital, Inc. in the same capacity

A fully bilingual International Banker & Wealth Advisor Roberto Advise UHNW, Family Office & Institutions in Mexico & USA, Experienced in Business Advise, Exit Strategies & Wealth Structuring Roberto founded and developed JV Global Capital, Inc. & Next Wealth Advisers, LLC, implementing institutional design and signing agreements with some of best Custodians, Technology, Accounting, Wealth Structuring & Tax Planning Partners.