3 weeks ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
- With CAPTRUST Since 2013
- 248.620.8100
-
8031 M-15
Clarkston, MI 48348
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
- Mount Pleasant, MI
- Tuesdays with Morrie | Remember the Titans
- "Warren Buffet Coach K Lou Holtz"
- If you tell the truth, you don't need to remember anything.
- Loyal, trustworthy, and passionate
Financial Advisors
Chris Roberts is a wealth management financial advisor based in Clarkston, MI.
Chris joined CAPTRUST in 2013 as an advice and wellness financial advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors.
Prior to joining the firm, Chris served as an advisor at both Merrill Lynch and Edward Jones, where he created a financial services book of business through investments and insurance.
When he’s not helping clients achieve their retirement goals, Chris enjoys golfing, traveling, attending live sporting events, and spending time with family. He holds a Bachelor of Business Administration degree in finance from Davenport University.
Education
- Bachelor of Business Administration degree in finance from Davenport University
Industry Designations
- Certified Financial Education Instructor (CFEI)
News & Resources
Wealth Management
Endowments & Foundations
4 weeks ago
Honoring Donor Intent
Looking for ways to honor donor input and foster positive...
Wealth Management
4 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Retirement Plans
4 weeks ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look to their employers for financial help...
