William Roberts, CFP®, ChFC
FINANCIAL PROFESSIONAL, CA Insurance License # 4172110
https://www.williamhroberts.com/
Area of Focus - Bill is an Equitable Advisors Financial Consultant and a member of Equitable's Retirement Benefits Group. His practice focuses on retirement funding and financial strategies for both individuals and families. He provides retirement benefits services for several school districts and non-profit organizations across the state of Michigan.
Bill began his career with Equitable Advisors on July 1, 1997 and he has attended industry training and certification programs on a regular basis in building his business practice. He has also been recognized for his accomplishments as a top producer for the Retirement Benefits Group, of Equitable Advisors and as a member of the Sterling Group - an elite group of Equitable Advisors financial professionals.
A Financial Consultant of Equitable Advisors LLC
Certified by Equitable Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans
FINRA Registrations include: Series 6, Series 7, Series 63 and Series 65
Chartered Financial Consultant (ChFC) professional designation of The American College
A Bachelor of Arts degree from Wayne State University in Detroit, MI
Offices in Troy, MI and Livonia, MI