Michael Roberts, CFP®, is an Associate Wealth Advisor at Charles Schwab, where they provide tailored financial solutions and exceptional client service. They have extensive experience across various roles within Charles Schwab, including Senior Specialist and High Net Worth Specialist. Previously, they completed a Portfolio Consulting Internship at Cetera Financial Group and worked as a Sales Representative at GNC. Michael earned a degree in Marketing Business from the Kelley School of Business at Indiana University.
Location
Indianapolis, United States