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Christopher Roberts | Financial Advisor | Westerville, OH | U.S. Bancorp Wealth Management

Christopher Roberts

CWS®
Wealth Management Advisor
U.S. Bancorp Investments

614.942.3139

Primary office
833 South State St
Westerville, OH 43081
Get Directions to 833 South State St
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Meet my team

About me

It is my pleasure to serve the financial needs of people in the Gahanna, New Albany, Pickerington and Westerville areas. I started in the financial services industry in 1989 and became a Wealth Management Advisor in 1996. I hold a Bachelor of Arts degree in finance from Ohio State University. California Insurance License #0J03395.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with my family, golfing and traveling.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.