Andy Roberts HeadshotAndy Roberts, CFP®
Senior Associate Wealth Advisor

Request an Appointment | Office Information

Andy is a Senior Associate Wealth Advisor and is responsible for working with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, he was a Financial Consultant at Fidelity Investments in New York City. Andy earned a Bachelor of Science from the University of Dayton and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Andy enjoys going to the movies, trying new things, and performing improv in NYC.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.