Aventine Financial Group

Jeffrey Roberto is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Aventine Financial Group. His prior experience includes roles at Signature One LLC, Fisher Investments, and Northern Lights Distributors, among others. Aventine Financial Group provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings. The firm employs both fundamental and technical analysis in a primarily long-term investment approach, incorporating a range of asset types and options strategies tailored to client needs.

Frank Fiumecaldo is a CFP® professional with six years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings that include comprehensive financial planning and portfolio management. The firm employs a risk-based investment process combining fundamental and technical analysis, with a primarily long-term orientation that allows for tactical adjustments and varied investment strategies.

Robert Barth is a Series 65-licensed financial advisor at Aventine Financial Group with two years of industry experience. Prior to joining Aventine in 2022, he worked at RSM US LLP from 2016 to 2022. Aventine Financial Group provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings that include financial planning and portfolio management. The firm’s investment approach combines fundamental and technical analysis to build portfolios tailored to client risk profiles, using a range of securities and options strategies with a primarily long-term focus.