Paul Roberts | Financial Consultant - Member Relationship Advisor
Paul Roberts, CFP®, CLU®, MBA
Financial Consultant - Member Relationship Advisor
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience
  • Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA, 2011-2020
  • National Bank Examinder, Office of the Comptroller of the Currency, 2009-2011
  • Licensed Banker, Wells Fargo, 2004-2009
  • Human Resource Officer - Captain, US Army Reserves, 2006

Education

  • Masters of Business Administration - Webster University
  • Business Management - University of Phoenix
  • Captains Career Course Human Resources - US Army

Community & Professional Affiliations

  • Junior Achievement of Arizona, Volunteer Teacher

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

(0216-CMZL)