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Beltran Maroto TobiasPrivate Wealth Relationship Manager
Biography
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As a Private Wealth Relationship Manager at Generation Capital Advisors, Beltran Maroto Tobias is dedicated to enhancing clients' overall connection with the firm. Serving as the primary point of contact, he is committed to delivering a personalized, high-touch experience leveraging the firm's vast resources to ensure every interaction reflects each client's unique needs and preferences. His mission is to empower clients with the knowledge and confidence to take ownership of their financial lives. Wealth management, to Beltran, is so much more than portfolios and plans; it's about connecting the dots between money and what truly matters: family, legacy, and the life clients are working toward. He is committed to ensuring clients always feel heard, understood, and supported at every step of that journey.
Beltran was attracted to this industry by a genuine passion for financial education and a desire to help people make confident, informed decisions about their wealth. Prior to joining Generation Capital Advisors, he gained valuable experience as an Associate Wealth Advisor at Focus Partners Wealth, where he developed a deep appreciation for the complexities families face in managing and preserving their wealth across multiple entities and generations.
Beltran brings significant experience in cash flow modeling, custom performance reporting, tax strategy coordination, and estate planning collaboration, working closely with CPAs, attorneys, and trustees to ensure nothing falls through the cracks. Collaborating to identify both inefficiencies and opportunities, he finds great satisfaction in knowing that the relationships he builds play a meaningful role in clients' success and peace of mind.
At Generation Capital Advisors, the firm has a strong reputation for serving individuals and families with a holistic, relationship-first approach. Through the G360 planning process, built on the pillars of passion, education, and partnership, Beltran works to coordinate seamlessly across clients' teams of advisors, ensuring alignment at every level. From onboarding and ongoing client experience to connecting clients with the right specialists and resources, his role is to be the consistent, trusted partner who keeps the full financial picture organized and moving forward, whether that's building detailed cash flow projections for multi-generational families or delivering customized reporting that makes complex wealth structures clear and actionable.
Beltran earned his Bachelor of Science in Economics from Bentley University. Outside of the office, he is passionate about tennis, soccer, and snowboarding. He also plays guitar and has a deep appreciation for horology. Having been born and raised in Madrid, Spain, Beltran cherishes every opportunity to travel back and reconnect with family; a reminder of the importance of roots, culture, and the relationships that shape who we are.
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