Broker Check
Chris Roberts ChFC, CLU

Chris Roberts ChFC, CLU

Managing Partner - Fort Worth, TX

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 with Equitable Advisors since 2005 after graduating from Baylor University. He has served as a Financial Professional and as the Director of the Fort Worth Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. RBG works with local nonprofit and public school employees to build strategies that meet their financial goals throughout their employment and retirement years. Currently, Christopher serves as a founding member of Paradigm Wealth Management.

Originally from Omaha, NE, Christopher lives in Aledo, TX with his wife Emily, a former second grade teacher with Fort Worth Independent School District, and their daughters Harper and Quinn, and son 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 Advisory Board
  • Keller ISD Education Foundation Board Member


Schedule a meeting with Chris Roberts