Valentine Roberts, CFP®
San Diego,CA
Summary
Seasoned CFP® professional with 10 years of experience in the financial services industry, specializing in wealth management and the development of trusted advisory relationships with high-net-worth individuals and families. Focused on providing comprehensive financial planning and investment strategies that support long-term financial success.
Overview
9
9
years of professional experience
Work History
Private Client Advisor
J.P. Morgan Wealth Management
11.2023 - Current
- Advise high-net-worth individuals and families on comprehensive wealth management strategies, including investment planning, retirement planning, and portfolio management.
- Develop long-term client relationships by providing tailored financial guidance aligned with clients’ financial objectives and risk tolerance.
- Construct and manage diversified investment portfolios designed to support long-term financial growth and wealth preservation.
Premier Banker/Senior Premier Banker
Wells Fargo Bank
02.2020 - 10.2023
- Manage book of business with 500+ household relationships and an aggregate value of $400 million in assets
- Guide high net-worth clients with complex needs to help them create, grow and protect their wealth through development and implementation of tailored financial plans and sophisticated financial solutions recommendations
- Engage clients in fact-finding conversations to determine short and long-term financial objectives, investment experience, time horizon, liquidity needs and risk tolerance
- Perform full balance sheet and income statement analysis to clearly outline areas of opportunity and growth potential
- Solely responsible for driving branch's growth through a strategic balance of growing deposits, credit balances and assets under management with Wells Fargo Advisors
- Lead and develop peers, management, and partners across different markets to increase client engagement and drive organizational growth and revenue objectives
Personal Banker II
Wells Fargo Bank
01.2019 - 02.2020
- Proactively sourced, built and grew mass affluent client book of business with a total value of $100 million in assets
- Evaluated client's financial objectives, current cash flow, assets, capital needs, time horizon and make appropriate recommendations
Personal Banker
Wells Fargo Bank
11.2016 - 12.2018
- Engaged clients in needs assessment and provided customized financial tools and products to meet their objectives
- Segmented and successfully referred clients to partners specializing in mortgage, payroll, merchant processing, commercial lending, insurance, and retirement planning products and services.
Education
CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board Of StandardsChartered Financial Consultant® (ChFC®)
The American College Of Financial ServicesBachelor of Science in Finance
Western Governors UniversitySeries 7
General Securities RepresentativeSeries 65
Uniform Investment Adviser LawSeries 63
Uniform Securities Agent State LawCalifornia Insurance License
Life, Variable Life, Annuity, Accident & HealthSkills
- Financial Planning, Analysis & Advice
- Income Statement Analysis
- Balance Sheet Analysis
- Business Development
- Wealth Management
- Financing Strategies
- Revenue Generation
- Client Acquisition
- Expert in Microsoft Office
- Expert in SalesForce CRM
Timeline
Private Client Advisor
J.P. Morgan Wealth Management
11.2023 - Current
Premier Banker/Senior Premier Banker
Wells Fargo Bank
02.2020 - 10.2023
Personal Banker II
Wells Fargo Bank
01.2019 - 02.2020
Personal Banker
Wells Fargo Bank
11.2016 - 12.2018
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant® (ChFC®)
Bachelor of Science in Finance
Series 7
Series 65
Series 63
California Insurance License