Michael J. Robertson,  CFP<sup>&reg;</sup> - Financial Advisor

Michael J. Robertson, CFP®

EA

CEO

Robertson Financial Group

5103 Chamblee Tucker Rd
Tucker, GA 30084
FINANCIAL ADVISOR'S WEBSITE
(770) 934-2510

General

Michael Robertson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robertson Financial Group in Tucker, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA
  • Fixed annuities: GA
  • Variable annuities: GA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation, Business Taxes, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Long-term Care, Sudden Wealth, Personal Taxes

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