financial advisor in Westerville Christopher Roberts
833 South State St
Westerville, OH 43081
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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 financial 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 financial 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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office833 South State St
Westerville, OH 43081
Secondary office256 East Main Street
New Albany, OH 43054
Secondary office13000 Stonecreek Drive N.W.
Pickerington, OH 43147
Secondary office166 North Hamilton Road
Gahanna, OH 43230
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.