Christopher "Chris" Roberts, Chfc®, Clu® Email and Phone Number
Christopher "Chris" Roberts, Chfc®, Clu® phone numbers
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles: Our Collaborative Approach | Personalized Guidance | Lasting RelationshipsOriginally from Omaha, NE, Christopher relocated to Texas in 1999. With experience from 2004, Christopher has become a visionary leader not only within the financial services industry but within his community as well. Christopher has had the privilege to serve as the Divisional Vice President for the Equitable Advisors Texas Marketing Center located in Fort Worth, TX, and also as a Financial Professional.Christopher resides in Aledo with his wife Emily, who was a second grade teacher with the Fort Worth Independent School District, their daughters Harper & Quinn and son Cole.
Paradigm Wealth Management
View- Website:
- purposefulstrategies.com
- Employees:
- 6
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Managing PartnerParadigm Wealth Management Jan 2015 - PresentFort Worth, Texas 76102Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose.Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. -
Financial ProfessionalEquitable Advisors Jan 2020 - PresentFort Worth, Texas -
Financial ProfessionalAxa Advisors 2004 - Jan 2020Fort Worth, Tx 76102Helping change individuals and families lives forever, through purpose driven planning. -
Regional Vice PresidentAxa Advisors, Llc 2004 - Feb 2015Fort Worth, Tx 76102Since graduating from Baylor University in Waco, TX in 2004, Christopher has been with AXA Advisors, LLC. As the Director of the Fort Worth Retirement Benefits Group (RBG), a specialized division of AXA Advisors, he works directly with local nonprofit and public school employees to help build strategies to meet their financial goal throughout their employment and retirement years. One of Christopher’s goals is to provide leadership and mentoring opportunities to his growing district of associates, who wish to take their careers and businesses to the next level.
Christopher "Chris" Roberts, Chfc®, Clu® Skills
Christopher "Chris" Roberts, Chfc®, Clu® Education Details
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Chartered Life Underwriter (Clu®), Chartered Financial Consultant (Chfc®) -
Retirement Planning Specialist
Frequently Asked Questions about Christopher "Chris" Roberts, Chfc®, Clu®
What company does Christopher "Chris" Roberts, Chfc®, Clu® work for?
Christopher "Chris" Roberts, Chfc®, Clu® works for Paradigm Wealth Management
What is Christopher "Chris" Roberts, Chfc®, Clu®'s role at the current company?
Christopher "Chris" Roberts, Chfc®, Clu®'s current role is Financial Professional | Retirement Planning | Wealth Management | CRoberts@PWM.Financial.
What is Christopher "Chris" Roberts, Chfc®, Clu®'s direct phone number?
Christopher "Chris" Roberts, Chfc®, Clu®'s direct phone number is +181733*****
What schools did Christopher "Chris" Roberts, Chfc®, Clu® attend?
Christopher "Chris" Roberts, Chfc®, Clu® attended Baylor University - Hankamer School Of Business, The American College Of Financial Services, The Wharton School, Teachers College, Columbia University.
What are some of Christopher "Chris" Roberts, Chfc®, Clu®'s interests?
Christopher "Chris" Roberts, Chfc®, Clu® has interest in Leadership, Coaching, Sports, Golf, Travel.
What skills is Christopher "Chris" Roberts, Chfc®, Clu® known for?
Christopher "Chris" Roberts, Chfc®, Clu® has skills like Retirement Planning, Financial Planning, Building A Financial Service Practice, Coaching, Leadership Development, Recruiting, Selection, Agency/firm Building, Culture Building, Mentoring, Supervision, Accountability.
Who are Christopher "Chris" Roberts, Chfc®, Clu®'s colleagues?
Christopher "Chris" Roberts, Chfc®, Clu®'s colleagues are Bobby Ellis, Steven M. Howell, Cfp®, Chfc®.
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