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Will Roberts, CFP®

Financial Advisor

Will joined CWS as a Financial Advisor midway through 2021. As a CFP® professional, Will’s focus lies on creating a fully customized financial plan for clients. The objective of each financial plan is to help clients better understand their financial position as it relates to the goals they have expressed. Areas such as retirement planning, investment strategy and management, estate planning, and gifting strategies are all examples of common interests clients address throughout the planning process.

Will is a graduate of Kalamazoo College and holds a Dual BA in Mathematics and Business. While at Kalamazoo, Will was a four-time letter winner for the football team. Prior to joining CWS, Will was a wealth strategist at PNC Wealth Management based out of the Kalamazoo, MI office.