I am committed to providing personalized financial guidance while delivering a unique client experience to individuals, families, and businesses.
About Christopher:
Christopher Roberts has been helping clients achieve financial confidence since joining Equitable Advisors in 2005 after graduating from Baylor University. For over a decade, Christopher served as Director of the Fort Worth Retirement Benefits Group (RBG), a specialized division focused on guiding nonprofit and public-school employees toward secure retirements.
Building on that experience, Christopher transitioned from RBG to a holistic wealth management approach—partnering with successful business owners and families to create comprehensive strategies that integrate investment planning, risk management, tax efficiency, and legacy goals. His mission is to simplify complexity and deliver clarity so clients can focus on what matters most.
Originally from Omaha, NE, Christopher lives in Aledo, TX with his wife Emily, a former second-grade teacher with Fort Worth ISD, and their three children: Harper, Quinn, and Cole.
Education:
- Bachelor of Business Administration: Baylor University
- Certificate in Retirement Planning: Wharton School of The University of Pennsylvania
- Columbia University Credentialed Holistic Financial Coach
Accreditation and Professional Credentials:
- ChFC®
- CLU®
- 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
- 10+ Year 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 Past Board Member
- Keller ISD Education Foundation Past Board Member