Jeff Roberts, Private Wealth Advisor joins me on this episode of True Health to discuss how your financial health directly impacts all other aspects of health. Jeff is a wealth of knowledge it when it comes to anything finance, but he is also extremely adept at integrating sound financial thinking into other arenas of life.
Jeff holds the following designations:
Chartered Financial Consultant (ChFC)
Chartered Retirement Planning Counselor (CPPC)
Certified Fund Specialist (CFS)
Certified Kingdom Advisor (CKA)
Holds series 7, 24 & 63 licenses.
Jeff owns and operates Jeff Roberts & Associates of Birmingham, AL. Jeff has been awarded numerous accolades through his prestigious career including but not limited to;
Barron's Top 1000
Financial Times Top 400
Forbes Best-in-State Wealth Advisors
Ameriprise Chairman's Advisory Council
Ameriprise Hall of Fame Inductee
Eagle Scout