F. William W. McRoberts,  CFP<sup>&reg;</sup> - Financial Advisor

F. William W. McRoberts, CFP®

Royal Alliance Associates

328 Uluniu St, Ste 202
Kailua, HI 96734-2537
FINANCIAL ADVISOR'S WEBSITE
(808) 888-3251

General

F. William McRoberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Royal Alliance Associates in Kailua, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CDFA, EA, CLU

Insurance Licenses

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

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources