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Joe leads three organizations. Roberts Financial manages leading specialists coordinating Corporate & Personal Wealth Management including risk management, insurance, education, retirement, benefit, succession & estate plans. Serving Communities through Sports Based Youth Development, Terriers Sports Student Coaching, Music & Media programs provide enjoyable, inclusive community recreation ROCKING Tunes, Energy & Fun since 1991! Designated by the US Department of Health & Human Services, The Commonwealth of Massachusetts Joint Education Committee & Stanford Universities' Challenge Success Youth Wellness Initiative, Community Investors is a 501c3 Non-Profit Supporting Physical, Social and Emotional Wellness Expanding Reach & Impact EmPowering Happy, Healthy Kids ROCKING The Power of Play!
Community Investors, Inc.
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Chief Executive OfficerCommunity Investors, Inc. Sep 2014 - PresentWellesley, MassachusettsA 501c3 non-profit organization dedicated to supporting the physical, social and emotional wellness of youth communities. Community Investor's PlayRox EmPowers Happy & Healthy Kids Rocking The Power of Play! Student coaching, music & media programs have been recognized by the U.S. Department of Health & Human Services, and Stanford University’s Challenge Success Wellness for providing highly joyful, positive, impactful experiences in a variety of inclusive community based recreational programs. Serving urban and suburban schools and communities, PlayRox programs strive to provide youth of diverse age, gender, background, ability and experience equal levels of enjoyment together. They also educate students on the importance and benefits of physical activity, the strength and peace in mindfulness and how balance in all areas in life leads to happiness, health and wellness.
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Chief Executive OfficerRoberts Financial, Llc Sep 1988 - PresentWww.Robertsfinancial.ComFounded in 1966, Roberts Financial Services serves generations of clients, exclusively utilizing leading resources representing the spectrum of the financial services field. Corporate Services coordinate risk management, insurance, benefit, retirement and succession plans. Personal Wealth Management Services coordinate education, retirement, estate and insurance plans. As Managing Partner, Joe leads the strategic direction of the organization, overseeing Client Services, Professional Partnerships, Business Development and Operations. Joe is a licensed Series 7 Securities Registered Representative held through LPL Financial, a licensed insurance broker, and holds a Chartered Life Underwriter (CLU) designation with The American College, Bryn Mawr, Pennsylvania.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the '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.
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Chief Executive OfficerTerriers Sports, Inc. Jun 1991 - PresentWww.Terrierssports.ComSince 1991 Terriers has created uniquely enjoyable, inclusive and impactful experiences in a variety of after-school and out of school time recreational programs. Student Coaching, Leadership, Music and Media programs provide middle and high school students valuable learning experiences. Terriers also supports local community based recreational organizations directing and advising programs.
Joe Roberts Skills
Joe Roberts Education Details
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The American CollegeChartered Life Underwriter -
Thayer AcademyHigh School
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Wellesley High School
Frequently Asked Questions about Joe Roberts
What company does Joe Roberts work for?
Joe Roberts works for Community Investors, Inc.
What is Joe Roberts's role at the current company?
Joe Roberts's current role is Chief Executive Officer, Terriers Sports, Community Investors, Roberts Financial.
What is Joe Roberts's email address?
Joe Roberts's email address is ro****@****ast.net
What is Joe Roberts's direct phone number?
Joe Roberts's direct phone number is +178191*****
What schools did Joe Roberts attend?
Joe Roberts attended Questrom School Of Business, Boston University, The American College, Thayer Academy, Wellesley High School.
What are some of Joe Roberts's interests?
Joe Roberts has interest in Chess, Music, Life, Tennis, Swimming, Golf.
What skills is Joe Roberts known for?
Joe Roberts has skills like Insurance, Management, Finance, Leadership, Retirement Planning, Strategic Planning, Financial Services, Fundraising, Corporate Benefits, Risk Management, Recreation Management, Marketing.
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Joe Roberts
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Joe Roberts
San Francisco Bay Area3jdrobertsgroup.com, corebrands.com, elanguage.com6 +141589XXXXX
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Joe Roberts
Los Angeles, Ca5theory.com, gmail.com, gmail.com, jamesperse.com, jamesperse.com4 +141539XXXXX
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