Roberto Valdez, CPA, CISA, CISM

Director | Digital Advisory


Certified Public Accountant Cybersecurity and Infrastructure Security Agency Certified Information Security Manager


Roberto Valdez, CPA, CISA, CISM is the Director of Daszkal Bolton’s Digital Advisory, a consultancy helping businesses build value and manage risk with technology. He oversees services that help organizations defend against cyber threats, such as phishing and ransomware, and he leads projects that enable organizations to increase efficiency and effectiveness through automation and data analytics. Rob’s engagements balance business needs with requirements of compliance frameworks, such as SOC 1, 2, 3; HIPAA; SOX and compliance requirements for anti-money laundering. In addition, he oversees phishing simulations and security awareness training programs. Clients frequently include fintechs, healthcare service providers, software-as-a-service businesses and professional service organizations. He previously served as Director of Operations for a venture-backed fintech offering Bitcoin Banking-as-a-Service, creator of the Bitcoin Beach Wallet. A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic University, and he has been featured in the Wall Street Journal, TechRepublic, and the South Florida Business Journal. Rob is bilingual in English and Spanish.


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


• Fintech • Health Technology • Software-as-a-Service • Professional Services

We are pleased to announce that the Daszkal Bolton team has joined CohnReznick, effective March 1.