Christopher

Christopher "Chris" Roberts, Chfc®, Clu® Email and Phone Number

Financial Professional | Retirement Planning | Wealth Management | CRoberts@PWM.Financial @ Paradigm Wealth Management
fort worth, texas, united states
Christopher "Chris" Roberts, Chfc®, Clu®'s Location
Fort Worth, Texas, United States, United States
Christopher "Chris" Roberts, Chfc®, Clu®'s Contact Details

Christopher "Chris" Roberts, Chfc®, Clu® phone numbers

About Christopher "Chris" Roberts, Chfc®, Clu®

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.

Christopher "Chris" Roberts, Chfc®, Clu®'s Current Company Details
Paradigm Wealth Management

Paradigm Wealth Management

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Financial Professional | Retirement Planning | Wealth Management | CRoberts@PWM.Financial
fort worth, texas, united states
Employees:
6
Christopher "Chris" Roberts, Chfc®, Clu® Work Experience Details
  • Paradigm Wealth Management
    Managing Partner
    Paradigm Wealth Management Jan 2015 - Present
    Fort Worth, Texas 76102
    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.Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
  • Equitable Advisors
    Financial Professional
    Equitable Advisors Jan 2020 - Present
    Fort Worth, Texas
  • Axa Advisors
    Financial Professional
    Axa Advisors 2004 - Jan 2020
    Fort Worth, Tx 76102
    Helping change individuals and families lives forever, through purpose driven planning.
  • Axa Advisors, Llc
    Regional Vice President
    Axa Advisors, Llc 2004 - Feb 2015
    Fort Worth, Tx 76102
    Since 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

Retirement Planning Financial Planning Building A Financial Service Practice Coaching Leadership Development Recruiting Selection Agency/firm Building Culture Building Mentoring Supervision Accountability Insurance Needs Analysis Investment Strategies

Christopher "Chris" Roberts, Chfc®, Clu® Education Details

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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