Andrew Roberts (CFP®, CKA®)
Andrew Roberts focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
To live confidently in retirement, you need a financial plan you can understand. The last thing you need from your financial plan is confusion!
With more than 20 years of experience in the investment management industry, Andrew Roberts enjoys clarifying even the most complex investment, estate, tax or retirement situations into a plan you can truly understand and follow.
Additional Information
Transplants from Ohio and Indiana, Andrew and his wife, Kim, have made West Michigan home since 1997. They are proud parents to four children who are in various stages of launching into adulthood. They enjoy spending time with family and friends and are active members of their church. In his free time, Andy enjoys swimming and has completed various open-water swimming events.
NAPFA Start Date
August 05, 2020