Michael Roberts Cfp®, Cima® Email & Phone Number

Mike is a Corporate Retirement Director, Portfolio Manager and Certified Financial Planner and a member of the TRC Group at Morgan Stanley working with both corporate and private wealth clients.For more than thirty years, Mike has dedicated his career to helping corporate retirement plan clients understand, create, and manage retirement plans that meet and anticipate their unique needs and fiduciary responsibilities. He has extensive experience and holds several titles that underscore his unwavering commitment to this highly detailed area of financial services. Mike works closely with employers to develop a best practices approach to managing all aspects of their retirement plan – from providing them with competitive plan, to helping them manage their fiduciary liability, to protecting their many interests.In addition, Mike brings a wealth of experience helping to bridge a comprehensive financial plan with investment management. With a keen understanding of market dynamics, risk assessment, and client goals, he can design and implement robust investment strategies designed to meet individual financial objectives. By leveraging the Morgan Stanley resources, he can provide individuals and families with sophisticated insights and disciplined approach to navigate the complexities of the financial landscape, ensuring their wealth works optimally for their future.While building his business across a broad spectrum of diverse industries, Mike has earned numerous designations. He holds the Certified Investment Management Analyst™ Designation from the Haas School of Business UC Berkeley and is a member of the Investment Management Consultants Association (IMCA). Mike earned the Certified Financial Planner™ Designation from Boston University and is a member of the Financial Planning Association. He is also a member of the National Association of Plan Advisors, a sister organization of the American Society of Pension Professionals & Actuaries. Most recently, Mike earned his Certified 401(k) Professional designation through The Retirement Advisor University at UCLA. Additionally, The TRC Group at Morgan Stanley was named to the 2024 Forbes List of Best-In-State Wealth Management Teams, a reflection of our commitment to both our clients and Morgan Stanley. Mike has been married to his lovely wife Sandra for 27 years and they have four children. In his spare time, Mike enjoys riding his motorcycle, travel, and coaching youth sports. Ca Insurance License 0C53474

Listed skills include Financial Services and San.

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