The Amster Financial Group - RBC Wealth Management

Brian Amster, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager

Brian serves as the financial advisor and relationship manager for the team’s private wealth and corporate clients. Brian earned his bachelor’s degree in accounting from the University of Florida in 2002, graduating at the top of his class with a 4.0 GPA. He began his career as a tax consultant. Brian later became a managing director and financial advisor with RBC Wealth Management, managing investment portfolios for high-net-worth individuals and corporations. In 2023, he was named to the firm’s Premier Council and in 2024 was named to the Executive Council. In 2025, Brian was named to the Forbes Best-In-State Wealth Advisors list.

Throughout his career, Brian has worked for several national brokerage firms. He earned the CERTIFIED FINANCIAL PLANNER® designation, passed the Series 7 and 66 exams, and holds state life, health and variable annuity licenses. Brian resides in Boca Raton, Florida, with his children.

<p>The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.</p>

Denise Peloza

Senior Financial Associate

561-221-3576

Denise assists the team with the investment planning process for private wealth and corporate clients. Denise began her career in the financial industry in 1988 at Mahoning National Bank in Youngstown, Ohio, becoming an assistant trust operations manager. She then transitioned to the brokerage side in risk management, holding the positions of vice president and complex risk officer, and first vice president and senior complex risk officer at Morgan Stanley; complex administrative manager at Merrill Lynch; and associate director (control officer) at UBS Financial.

She has supervised the daily activity of approximately 150 financial advisors, including several producing branch managers, and performed client account portfolio reviews. Denise attended Youngstown State University and passed the Series 7, 9, 10, 63 and 66 exams and holds state life and variable annuity licenses. Denise resides in Timnath, Colorado.

Alfredo Rosas, APP

Senior Registered Client Associate

561-322-4696

Alfredo started in the financial services industry in 1993 in Miami on the international side. He passed the Series 7 and 66 exams and holds state life, health and annuity licenses. Fluent in Spanish, he is a great help to the team in assisting our Spanish-speaking clients. Alfredo likes to spend time with his kids, and he and his family reside in Lake Worth, Florida.

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