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

F. William McRoberts, CFP®

407 Uluniu St, Ste 211
Kailua, HI 96734-2537
(808) 261-5556

General

F. William McRoberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 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

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources