Roberto Valdez, CISM,CISA,CPA


Risk Advisory Services

Boca Raton

Roberto Valdez specializes in information technology advisory and assurance services, leveraging technology to help businesses mitigate risk, protect their information, and achieve their strategic objectives. He works with clients to identify, manage and combat cybersecurity threats–such as phishing attacks, ransomware and data breaches–while meeting compliance requirements.

Rob's engagements balance business needs with requirements of compliance frameworks such as SOC 1,2,3; HIPAA; SOX; FINRA; and FFIEC.  In addition, he spearheads PhishNet by Kaufman Rossin, a security education training and awareness program delivered through simulated phishing attacks.  Clients frequently include technology developers, financial services providers, and healthcare organizations.

Rob holds a CPA license in Florida and is the current president of ISACA's South Florida chapter. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).  Rob is also an adjunct professor for Florida Atlantic University.

Rob is bilingual in English and Spanish.


  • Master of Accountancy, Accounting, Florida Atlantic University,
  • Bachelor of Business Administration, Finance, University of North Texas,

Presentations Given

  • Cyber Assurance, FICPA CPE Seminar, 2017
  • Defending Your Bank From Phishing and Ransomware, Florida International Bankers Association – Webinar, 2017