Andy Roberts, CFP®

Andy is a Wealth Advisor in the Beacon Pointe Summit, NJ office 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.