Christopher Rotberg

About Christopher Rotberg

Chris embarked on his journey in the financial industry in 2017, interning at financial firms in Texas and California while pursuing his degree. After graduating, he landed a coveted position at Morgan Stanley in 2020 as a Client Service Associate. Chris’s exceptional performance, enthusiastic approach to customer service and exemplary communication skills caught the attention of his colleagues, earning him a role with the Pinnacle team. Since joining, Chris has been promoted to Wealth Planner, earned his Certified Financial Planner® certification, and most recently was promoted to Financial Advisor.Pinnacle has greatly benefited from Chris’s steadfast commitment to outstanding client service. His consistent efforts to add value and contribute to the success of his colleagues and clients have made him an essential team member.Chris graduated from Texas Christian University in Fort Worth, Texas, where he attended the M.J. Neeley School of Business and earned his bachelor’s degree. He holds series 7, 66, and Securities Industry Essentials® (SIE®) licenses through LPL Financial.

Experience

1. Financial Advisor

   Pinnacle Private Wealth Advisors

   Jul 2023 — Present · Bellevue, WA, US

   With nearly a century of combined experience, Pinnacle Private Wealth Advisors is a professional and caring wealth management team committed to guiding a select group of successful families and businesses in the Northwest.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Texas Christian University - M.J. Neeley School of Business

  Bachelor’s Degree

  2016 — 2019

Skills

• Research
• Microsoft Word
• Time Management
• Communication
• Microsoft Powerpoint
• Management
• Microsoft Excel
• Leadership
• Project Management
• Teamwork
• Customer Service
• Data Entry
• Microsoft Office