J.K. Roberts has worked in the investment and finance field since 2003. He is both a Certified Financial Planner™ certificate holder and Chartered Retirement Planning Counselor℠. He earned a Master's in Business Administration and a Bachelors in Business Management. He currently holds an Arizona Producers Life Accident and Health or Sickness license and the IRS preparer tax identification number needed to complete client tax returns.

In the past, he held several Financial Industry Regulatory Authority investment securities licenses. He has worked with high net worth clients for the for The Vanguard Group and Ameriprise. While at Merrill Lynch, he built financial plans for hundreds of clients of all income levels. Additionally, he has worked with Jackson Hewitt and the Arizona Department of Revenue during tax season.

Mr. Roberts spends his free time volunteering his financial expertise over the years. He has served as Treasurer for several non-profit organizations, including his daughter's school Parent Teacher Association, the F.Q Story Preservation Association and political campaigns for candidates running for Tempe City Council and the Osborn School District. He also taught financial literacy for various charity organizations and offered tax expertise to help low income families filing through the IRS Volunteer Income Tax Assistance program.

retirement certified financial planner

J.K. Roberts, CFP®, CRPC®

Founder & CEO

"In the short run the stock market is a voting machine; in the long run, it's a weighing machine."  
Warren Buffett, Nov. 1974

Time

Do you read about the markets every morning? Have you reviewed the new IRS rules this year? Do you know what's in your employee benefit handbook? When was the last time you looked at your investment portfolio? This week? This month? Ever? Working with a financial advisor lets you spend your day doing what you enjoy.

Money

Do you know how much are you paying for your investments? How would a recession impact your savings? Are you paying to much in taxes? Is your business? Not knowing the answers to these questions could cost you. The money you spend on a financial professional is a fraction of what you could potentially earn back.

Confidence

Will you be able to retire comfortably? Can you afford that new home?  Will you be able to put your kids through college? What would happen if you suddenly couldn't work? Financial stress can keep anyone up at night. Answering tough questions about your finances will take these worries while letting you focus on what's important today.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Advisor Background

If you would like to know more about my work history, education, and expertise, feel free to review my disclosure statement. Every financial advisor is required to provide a Form ADV prior do doing business with a client. Mine is available for everyone to review at any time.

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