Jeff Roberts, AIF®, CPFA®
Plan Advisor/Manager – Retirement Plan Services
As an athlete, Jeff has experienced firsthand the benefit of teamwork and communication. Believing that “the whole is greater than the sum of its parts,” he values the whole-family environment at Advus, which drives him to be the best at his job.
Jeff, who helps manage and lead a portion of Advus’ retirement plan services business, received a BS in Finance from the University of Central Florida in 2014; he’s been working on 401(k) plans since the beginning of his professional career. Jeff also supports the day-to-day operations of the firm’s retirement plan business, serving as liaison between client and vendor partners; helping plan sponsor clients answer questions about plan design, legislation, compliance and investments; and maintaining and staying up to date on vendor relationships. In addition, Jeff supports the sales process for North and Central Florida.
Before joining Advus, he worked as a retirement plan analyst in retirement plan services for Chepenik Financial. A member of the National Association of Plan Advisors (NAPA), he has his CPFA® designation. He also is an Accredited Investment Fiduciary (AIF®).
Jeff lives in Atlantic Beach, FL and enjoys golfing, fishing, going to the beach, and playing with his Fox Hound, Jojo.