Geoffrey Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC
Why pick this one
Geoffrey Roberts has multiple financial certifications, including CFP and AIF, showcasing extensive expertise in wealth management.
Best for
- individuals seeking comprehensive wealth management
- clients needing retirement and estate planning
- domestic partners requiring financial guidance
Look elsewhere if
- looking for basic budgeting advice
- seeking low-cost, minimalistic financial services
Specialties
- wealth management
- estate planning
- retirement planning
- financial advice for domestic partners
- investment strategies for high net worth clients
Certifications
- CFP
- CLU
- ChFC
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- CFP designation indicates expertise in financial planning
- AAMS certification focuses on asset management
- ADPA certification supports planning for domestic partners
- AIF designation shows knowledge of fiduciary practices
- APMA certification integrates client assessment with investment strategies
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd, Ste 1105, Charlotte, NC 28210
- Phone
- 7045569250
- Website
- https://www.ameripriseadvisors.com/geoffrey.n.roberts/
- geoffrey.2.roberts@ampf.com
Services
- wealth advisory
- financial planning