Donald W. Roberts,  CFP<sup>&reg;</sup> - Financial Advisor

Donald W. Roberts, CFP®

Vice President

Westwood Trust

10000 Memorial Dr, Ste 650
Houston, TX 77024
FINANCIAL ADVISOR'S WEBSITE
(800) 940-0650
(713) 683-7070
CONNECT WITH Donald
  • linkedin link

General

Donald Roberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westwood Trust in Houston, TX and the surrounding communities.

Financial Advisor Experience

Over twenty years experience in helping clients define and then achieve their financial and personal goals.  Typically clients include pre-retirees, retirees, surviving spouses, divorce spouses, small business owner, business executives with complex benefits and clients needing boutique corporate trustee services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources