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Founder and Chief Investment Officer,
Roberts Wealth Management
Paul E. Roberts Jr. is the founder and chief investment officer of Roberts Wealth Management. He has passed the Series 65 exam and has insurance licenses in Texas, Louisiana, Mississippi and Alabama. After serving in the Army Signal Corps, he became the managing partner at Roberts, Cooper and Rasor, a certified public accounting firm. He spent 22 years as a practicing CPA, then founded Roberts Wealth Management, a firm that focuses on estate preservation and retirement planning. Along with his daughter and business partner, Summer Roberts, his mission is to partner with individuals and families who are concerned about financial management and estate protection during retirement. Their primary areas of focus are retirement income planning, investment management, 401(k)/individual retirement account (IRA) guidance and asset protection.
Do you know what dead money costs are? Have you read your prospectus? What you don’t know can cost you.
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