Meet Lobato & Mira Wealth Advisors
At Lobato & Mira Asesores Patrimoniales we are dedicated to offering financial advice with the aim of maximising our clients’ profitability through efficient and transparent asset management.
With more than 20 years of experience in the financial sector, we specialise in providing personalised investment solutions. As agents of Caser Asesores Financieros, we have access to an open architecture model, which allows us to select the best financial products on the market to offer clients a wide range of investment products.
Our approach is based on thoroughly understanding the needs of each client in order to design investment strategies that adapt to their objectives and risk profile.
Since our beginnings, we have firmly believed in the importance of close, professional and ethical financial advice.
OUR TEAM
Francisco Jesús Lobato Rodríguez
Co-founder and Financial Advisor
With over 20 years of experience in the financial markets, Francisco specializes in wealth planning and management. His deep knowledge of investment products and focus on transparency and trust have been key in helping our clients make informed and strategic decisions.
Contacto: 619 69 41 22 flobato@caserasesoresfinancieros.es
Javier Rodriguez Mira
Co-founder and Financial Advisor
Javier brings extensive experience in fixed-income and equity investments, as well as in pension plan management. His ability to analyze and anticipate market trends allows our clients to take advantage of the best investment opportunities. His commitment to excellence and personalized service distinguishes him in each advisory service.
Contacto: 638 98 64 50 rodriguezmira@caserasesoresfinancieros.es
Our philosophy
We believe that every client is unique and therefore deserves a financial advisory approach that is tailored to their particular needs. Our philosophy is based on three fundamental pillars:
- Transparency and commitment: as agents of Caser Asesores Financieros, we work to offer objective investment solutions aligned with your financial interests.
- Personalization and proximity: We work hand in hand with you to understand your financial goals and design a strategy that helps you achieve them, adjusting to your needs and circumstances.
- Innovation and constant updating: We keep up to date with the latest market trends and best practices in the financial sector, to always offer you the best investment options.
Our certifications
As financial advisors at Caser Asesores Financieros, we have the necessary certifications and licenses to offer financial advice of the highest quality. We are committed to ongoing training and compliance with the strictest industry standards, ensuring security and confidence in each of our recommendations.
At Lobato & Mira Asesores Patrimoniales, our commitment is to you and your financial future. We are passionate about guiding you on the path to financial independence, helping you make informed and strategic investment decisions.
