Roberts Wealth Advisors congratulates Suzanne Herman, CFP®, CPA on earning the CERTIFIED FINANCIAL PLANNER™ certification. Great job!
Roberts Wealth Advisors
Financial Services
Palo Alto, California 439 followers
Your Future, Our Passion.
About us
Roberts Wealth Advisors integrates wealth and asset management for high net-worth individuals and families. Twenty-six years of industry experience has reinforced the value of relationships. The designed coordination of clients, colleagues and industry partners allows us to achieve our main objective, which is and always will be, to deliver maximum value to the client.
- Website
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http://www.roberts-wa.com
External link for Roberts Wealth Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Palo Alto, California
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Wealth Management, Asset Management, and Financial Planning
Locations
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Primary
Get directions
855 El Camino Real
Palo Alto, California 94301, US
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Get directions
1245 Deer Valley Dr
Park City, Utah 84060, US
Employees at Roberts Wealth Advisors
Updates
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Roberts Wealth Advisors reposted this
Last week, we hosted our 3rd Women & Wealth Quarterly Social and teamed up with Charlotte G. Petersen, MBA, CPA of Expert Tax CPA for year-end tax planning strategies. It was both engaging and informative! Thanks to Park City Gardens for hosting us at their beautiful space and Salt Box Eatery for delicious catering. Send us a message if you'd like to be notified of our next event in January 2024!
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Last week, we hosted our 3rd Women & Wealth Quarterly Social and teamed up with Charlotte G. Petersen, MBA, CPA of Expert Tax CPA for year-end tax planning strategies. It was both engaging and informative! Thanks to Park City Gardens for hosting us at their beautiful space and Salt Box Eatery for delicious catering. Send us a message if you'd like to be notified of our next event in January 2024!
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RWA hosted our second Women & Wealth Quarterly Social with the help of Kristal Bowman-Carter and Sabrina O'Mara of Bowman-Carter Law in Park City. We are so grateful for their insights on Estate Planning. Thank you to Provisions for the fantastic food and venue. We hope you can join our next event!
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One of the biggest increases to your retirement tax rate can come from a place you didn’t expect, your RMD (Required Minimum Distribution). Catch our latest blog post: https://lnkd.in/dJxEZk6B