Christopher A. Roberts CFP®, AIF® in

Christopher A. Roberts CFP®, AIF®

Collaborator · DISC type is
Financial Advisor at Charles Schwab & Co. Inc. at Charles Schwab
📍 Winter Park, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
28 Years
Current Role
Financial Advisor at Charles Schwab & Co. Inc.
Job Level
Junior
Location
Winter Park, Florida, United States
Personality Overview

How Christopher shows up

Consensus Builder
Good Listener
Appreciative

They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Priorities

Topics Christopher cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-1996 - 11-2013
Financial Advisor at Charles Schwab & Co. Inc.
Charles Schwab
7-1983 - 12-1994
Vice President
Retirement Accounts Inc.
Investment Advisor Representative
United Planners Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1979 - 1983
Bachelor of Science
Spring Hill College
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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