Roberta Bechtel

Director of Qualified Plans

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.

Roberta Bechtel