Roberta is the COO and Director of Qualified Plans at Stonebridge Financial Group. She has been in the retirement industry for more than 40 years working in multiple capacities as a 401(k) analyst, consultant, financial advisor, and third party administrator. Prior to joining SBFG, she was a Senior Relationship Manager for Empower Retirement.
Roberta joined Stonebridge Financial in 2021 with a goal to provide exceptional service to clients, employers, and their employees.
As Director of Qualified Plans, she consistently monitors our plans: improving plan design, investment options and helping ensure that plan costs are in line with those of similar size and complexity.
As COO, focus is on streamlining internal operations, enhancing efficiency through process refinement, fostering a culture of continuous improvement, and ensuring operational excellence to boost both client satisfaction and the company’s bottom line.
Roberta holds a California Insurance License.
Roberta lives in San Francisco. She has two children and two grandchildren. She loves city hikes, gardening, watercolor painting and is active in community improvement projects.
