Broker Check

Our Team

Our team of dedicated professionals will help you grow and protect your wealth, and pass on your values and legacy. We will work with you to evaluate your financial situation and will be with you every step of the way, helping you set and achieve your retirement goals.

In today’s fast-paced and complex world, you need confident and committed financial advisors who are there to help you make the critical financial decisions. More importantly, you need a team who has your best interest at heart and shares your life values. Every member of Roberts Retirement Group is committed to serving you and your family.

~ Ronald Roberts


 

I would like to share about Ron Roberts because he has been such a blessing to us since 2004. We had sold our home in San Mateo, CA and wanted help in regards to investing. We were hesitant in trusting another financial advisor because of past, previous bad experience, but Ron was highly recommended to us by friends. Over the past fourteen years we are pleased with the results we have had because of Ron's advice.

Sometimes I procrastinated (referring to setting up a Revocable Living Trust), but now am happy it is in place, thanks to Ron being patient and continuing to bring it up. Ron is truly a sharing and caring guy. He not only shares his vast knowledge (without cost), but also shares his home for fun events. Ron has an excellent personality and has always been there for us above and beyond the duties of a financial advisor. We love him like a brother and would highly recommend him to others. When we first started meeting with Ron he had only one office, now he has six offices. (Action speaks louder than words). A visit with Ron will not cost you, but no visit with Ron may cost you lots.

~Fran L. Schafstall

Ronald Roberts

Founder and CEO - CA License #0821746

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the...

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Eric Rouen

Attorney

Eric is from Elk Grove, and is a graduate of Sacramento State. After college, he attended McGeorge School of Law where he earned his Juris Doctor with a concentration in Tax. During his time in law school, Eric gained valuable...

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Carolyn Marshall,  Director of Client Services

Agent #8338872

Phone (209) 390-2466

Carolyn@robertsretirement.com


Barbara Cozzolino,  Accounting Specialist

Barbara@robertsretirement.com


Karen Debey,  Annuity Case Manager

Karen@robertsretirement.com


Debra Crisafi,  Life Insurance Processor

Debra@robertsretirement.com


Corinne Patterson,  Administrative Support

Corinne@robertsretirement.com


Samantha Roberts,  Clerical Support

Samantha@robertsretirement.com