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Roberta is the Director of Qualified Plans at Stonebridge Financial Group. She has been in the retirement industry for over 30 years working in multiple capacities as a 401k analyst, financial advisor, third party administrator and most recently as a Senior Relationship Manager for Empower Retirement.
Roberta joined Stonebridge Financial in 2021 with a goal to provide service to plans at the highest standard. She is responsible for monitoring our plans with a goal of improving plan design, investment options and helping ensure that plan costs are in line with those of similar size and complexity. Roberta holds Series 7, 66 FINRA Registrations and California Insurance License.
Roberta lives in San Francisco with her husband and dog. She has two grown children and one granddaughter. She loves city hikes, gardening, watercolor painting and is active in community improvement projects.
California Insurance License: #0F29784
Check the background of this investment professional on FINRA’s BrokerCheck.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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