Christina Roberts (CFP®)

Christina Roberts focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Millennials
  • Unmarried Couples
  • Women's Financial Planning Issues

Planning Specialties

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Millennials
  • Unmarried Couples
  • Women's Financial Planning Issues

NAPFA Start Date

July 17, 2018

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This Office

30721 Russell Ranch Rd #140 Westlake Village, CA 91362 Phone: (424) 262-6763