Retirement Plan Consultant & Investment Advisor
Greg Roberto is a Wealth Manager and Retirement Plan Consultant.
Prior to joining Everhart Advisors, Greg led the capital raise efforts for a private real estate firm where he raised over $850 million from 2013-2022. In addition, he oversaw the firm’s FINRA and SEC compliance programs. Before that Greg was a Senior Sales Representative for a Fortune 500 company where he was his Region’s Salesperson of the Year six times and Rookie of The Year in 1999.
Greg has worked closely with Everhart Advisors since 2015 and grew to admire Everhart’s people, values, and culture. So much so, he wanted to become part of the team!