Roberta Raasveld-Inamdar, Psy.D

Roberta Raasveld-Inamdar, Psy.D

President & Founder

Phone: 858-350-7539 x11
Fax: 858-350-9867
E-mail:
 

As principal and founder of Living Benefits, Incorporated, Roberta has more than 20 years experience integrating a wide range of customized financial strategies and creative compensation programs for the benefit of her clients.

Roberta began her career as an independent life insurance agent for Northwestern Mutual in 1992.  It was here she realized that to truly benefit her clients and help them grow, she needed the freedom and support to expand her horizons as well.  In 1998, she became an independent financial advisor and founded Living Benefits, Incorporated, with the sole purpose of providing independent advice, options and services to benefit her clients in all aspects of their personal and business financial needs.

In her role as principal, she is responsible for business development, client relationship management and client strategy and quality control.  As founder, it is Roberta's mission to develop the most appropriate financial solutions for individuals and businesses, whether it be creating a comprehensive investment portfolio or delivering a thoughtful employee benefits program.

For individuals, Roberta takes a strategic approach, marrying finances, objectives, expectations and goals to create a pragmatic, obtainable and results-driven financial plan that clients can implement today and revise accordingly as their lives evolve.

For her business clients, she takes a comprehensive approach, as well.  Roberta works closely with each company to analyze the employee population and develop a creative compensation program based on the company's unique needs, budget, composition and culture.

To meet the diverse needs of her client base, Roberta collaborates with a select network of professional partners who share her belief that the interest of the client comes first.  Her commitment to higher education, high-productivity and personal service position Living Benefits for tomorrow's environment, rewarding her clients and her associates.

Roberta received her bachelor of science degree in managerial finance from the University of Nevada, Las Vegas.  She holds a master of arts degree and a doctorate in clinical psychology.  She is registered as an investment advisor representative (S65), a general securities representative (S7), a general securities principal (S24), and an investment company and variable contracts products representative (S6 and S63).  Insurance licensed in the states of CA #0B15790; WA #229286; NV #34603; and Oregon #686468.

Roberta lives in Carmel Valley with her husband of 10 years and their two children.  Her family's education, achievement and well-being are the cornerstone of her life.  When they are not enjoying the many outdoor activities San Diego has to offer, they love to learn about the world by traveling to diverse cultures.  Roberta is an active member of Earth Island Institute, International Marine Mammal Project, Sierra Club and the Humane Society, as well as an active volunteer at Solana Highlands Elementary and Nativity Prep Academy.