Christopher Rotberg, Cfp®

Christopher Rotberg, Cfp® Email and Phone Number

Christopher Rotberg, Cfp®'s Location
Bellevue, Washington, United States, United States
Christopher Rotberg, Cfp®'s Contact Details

Christopher Rotberg, Cfp® work email

Christopher Rotberg, Cfp® personal email

n/a
About Christopher Rotberg, Cfp®

Chris embarked on his journey in the financial industry in 2017, interning at financial firms in Texas and California while pursuing his degree. After graduating, he landed a coveted position at Morgan Stanley in 2020 as a Client Service Associate. Chris’s exceptional performance and dedication to his tasks and responsibilities caught the attention of his colleagues at The Pinnacle Group. Impressed with his proactive and enthusiastic approach to customer service and exceptional communication skills, they offered him a place on their team.Pinnacle has greatly benefited from Chris’s steadfast commitment to outstanding customer service. His consistent efforts to add value and contribute to the success of his colleagues and clients have made him an essential team member.Born in the nearby city of Redmond, WA, Chris returned to the Bellevue area in 2020, where he now shares a home with his wife Michelle. Chris likes to keep himself busy with various activities, including weightlifting, hiking, snowboarding, golf, pickleball, and exploring new destinations with his wife.Chris graduated from Texas Christian University in Fort Worth, Texas, where he attended the M.J. Neeley School of Business and earned his bachelor’s degree. He holds series 7, 66, and Securities Industry Essentials® (SIE®) licenses through LPL Financial.

Christopher Rotberg, Cfp®'s Current Company Details
Pinnacle Private Wealth Advisors

Pinnacle Private Wealth Advisors

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Wealth Planner
Christopher Rotberg, Cfp® Work Experience Details
  • Pinnacle Private Wealth Advisors
    Wealth Planner
    Pinnacle Private Wealth Advisors Jul 2023 - Present
    Bellevue, Wa, Us
    With nearly a century of combined experience, Pinnacle Private Wealth Advisors is a professional and caring wealth management team committed to guiding a select group of successful families and businesses in the Northwest.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Morgan Stanley
    Registered Client Service Associate
    Morgan Stanley Mar 2020 - Jul 2023
    New York, Ny, Us
  • National Property Valuation Advisors, Inc.
    Commercial Real Estate Research Associate
    National Property Valuation Advisors, Inc. May 2019 - Jan 2020
    Chicago, Illinois, Us

Christopher Rotberg, Cfp® Skills

Problem Solving Research And Analysis Finance Microsoft Excel Leadership Project Management Data Entry Entrepreneurship Microsoft Office Teamwork Communication Team Collaboration Research Strategic Planning Business Development Account Management Social Media Customer Satisfaction Data Analysis Data Management Microsoft Word Microsoft Powerpoint Microsoft Outlook Management Customer Service Time Management Team Leadership Team Building Presentations Financial Analysis Analytical Skills Investments Investment Management Business Strategy Real Estate Administrative Assistance

Christopher Rotberg, Cfp® Education Details

  • Texas Christian University - M.J. Neeley School Of Business
    Texas Christian University - M.J. Neeley School Of Business
    Entrepreneurial Management

Frequently Asked Questions about Christopher Rotberg, Cfp®

What company does Christopher Rotberg, Cfp® work for?

Christopher Rotberg, Cfp® works for Pinnacle Private Wealth Advisors

What is Christopher Rotberg, Cfp®'s role at the current company?

Christopher Rotberg, Cfp®'s current role is Wealth Planner.

What is Christopher Rotberg, Cfp®'s email address?

Christopher Rotberg, Cfp®'s email address is ch****@****ley.com

What schools did Christopher Rotberg, Cfp® attend?

Christopher Rotberg, Cfp® attended Texas Christian University - M.j. Neeley School Of Business.

What skills is Christopher Rotberg, Cfp® known for?

Christopher Rotberg, Cfp® has skills like Problem Solving, Research And Analysis, Finance, Microsoft Excel, Leadership, Project Management, Data Entry, Entrepreneurship, Microsoft Office, Teamwork, Communication, Team Collaboration.

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