About Us

Chris Roberts
ChFC, CLU

Managing Partner
Phone:
(817) 347-4011

Fax:
(817) 870-2478

Christopher Roberts has been with Equitable Advisors since 2005 after graduating college.  Christopher has served as a Financial Professional and as the Director of the Fort Worth Retirement Benefits Group (RBG), a specialized division of Equitable Advisors.  The RBG works with local nonprofit and public school employees to help build strategies to meet their financial goal throughout their employment and retirement years.  Christopher was also a founding member of Paradigm Wealth Management, a forward-thinking wealth advisory firm committed to providing personalized guidence while delivering on a unique client experinece to individuals, families, and businesses both locally and around the country.

 Education:


  • Bachelor of Business Administration: Baylor University
  • ChFC®
  • CLU®
  • Certificate in Retirement Planning: Wharton School of The University of Pennsylvania



 Accreditation and Professional Credentials:



  • Financial Industry Regulatory Authority (FINRA) Series 7, 66, and 24 registrations
  • Life, Health and Variable Annuity insurance license
  • Retirement Benefits Specialist Tax Sheltered Plans
  • GAMA International's 2012 & 2013  Frontline Leader Award
  • 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021 & 2022 Texas Monthly DFW Five Star Wealth Manager Award
  • 2019 Fort Worth Business Press 40 under 40 honoree



Community and Civic Affiliations:



  • Junior Achievement of the Chisholm Trail
  • Adopt-A-School Fort Worth ISD
  • Site Based Decision Making Committees
  • Lena Pope Home Young Professional Advocates
  • Texas Association of Secondary School Principals
  • Texas Elementary Principals and Supervisors Association
  • Texas Association of School Business Officials
  • GAMA International
  • Texas High School Athletic Directors Association
  • Baylor Center for Professional Selling Advisory Board
  • Keller ISD Education Foundation Board Member



Christopher is originally from Omaha, NE and relocated to Texas in 1999.  Christopher enjoys mentoring children at Waverly Park elementary once a week, going to sporting events, and reading in his spare time.  He lives in Aledo, TX with his wife Emily, a former second grade teacher with Fort Worth Independent School District, and their daughters Harper & Quinn, and son Cole.


 


Paradigm Wealth Management is not a registered investment advisor and is not owner or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Arkansas Insurance License #: 9128265

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paradigm Wealth Management is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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