Geoff Roberts
Investing
Why pick this one
Geoffrey Roberts has multiple certifications, including CFP and AIF®, and focuses on estate and retirement planning in Charlotte.
Best for
- wealth management for retirees
- financial planning for domestic partners
- investment strategies for high net worth clients
Look elsewhere if
- budget-sensitive clients needing basic financial advice
- individuals looking for less comprehensive financial services
Specialties
- investment strategies
- estate planning
- retirement planning
- wealth transfers
Certifications
- CFP
- CLU
- ChFC
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- Accredited Asset Management Specialist™ certification
- Accredited Estate Planner® designation
- Accredited Investment Fiduciary® credential
- Behavioral Financial Advisor certification
- Chartered Advisor in Philanthropy® certification
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd, Charlotte, NC 28210-3243
- Phone
- +17045569250
- Website
- https://www.ameripriseadvisors.com/geoffrey.n.roberts/
- geoffrey.2.roberts@ampf.com
Services
- wealth management
- financial planning
- investment advisory