Brian Roberts

Brian Roberts Email and Phone Number

Relationship Manager @ Roberts Wealth Advisors
Brian Roberts's Location
Menlo Park, California, United States, United States
Brian Roberts's Contact Details

Brian Roberts personal email

n/a

Brian Roberts phone numbers

About Brian Roberts

Brian Roberts is a Relationship Manager at Roberts Wealth Advisors. He possess expertise in asset allocation, portfolio management, equities, strategic financial planning, investment strategies and 11 more skills.

Brian Roberts's Current Company Details
Roberts Wealth Advisors

Roberts Wealth Advisors

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Relationship Manager
Brian Roberts Work Experience Details
  • Roberts Wealth Advisors
    Relationship Manager
    Roberts Wealth Advisors Nov 2020 - Present
    Menlo Park, California, United States
    View
  • Nelson Roberts Investment Advisors
    Principal
    Nelson Roberts Investment Advisors Feb 2004 - Nov 2020
    545 Middlefield Road, Menlo Park, Ca 94025
    View
  • Nelson Capital Management
    Sr. Portfolio Manager
    Nelson Capital Management Nov 1994 - Feb 2002
  • Santa Clara University Athletics
    Basketball Manager
    Santa Clara University Athletics 1990 - 1994
    View

Brian Roberts Skills

Asset Allocation Portfolio Management Equities Strategic Financial Planning Investment Strategies Investment Management Financial Modeling Valuation Wealth Management Investment Advisory Investments Asset Managment Fixed Income Estate Planning Financial Analysis Retirement Planning

Brian Roberts Education Details

Frequently Asked Questions about Brian Roberts

What company does Brian Roberts work for?

Brian Roberts works for Roberts Wealth Advisors

What is Brian Roberts's role at the current company?

Brian Roberts's current role is Relationship Manager.

What is Brian Roberts's email address?

Brian Roberts's email address is br****@****rts.com

What is Brian Roberts's direct phone number?

Brian Roberts's direct phone number is (650)-493*****

What schools did Brian Roberts attend?

Brian Roberts attended Santa Clara University, Santa Clara University.

What skills is Brian Roberts known for?

Brian Roberts has skills like Asset Allocation, Portfolio Management, Equities, Strategic Financial Planning, Investment Strategies, Investment Management, Financial Modeling, Valuation, Wealth Management, Investment Advisory, Investments, Asset Managment.

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