Sean M. Roberts, CFA®, CFP®
Chief Investment OfficerMember of Board of Directors
Years employed with APS: 29
Year received CFP® certification: 1995
Sean M. Roberts is Chief Investment Officer with Asset Planning Services, Ltd. Mr. Roberts entered the financial services industry in 1991 and is responsible for investment strategy development and implementation for the firm’s corporate and individual clients. Currently, he oversees more than $700 million dollars in client investments. Sean graduated from Temple University with Bachelors of Business Administration degrees in both Finance and Economics. He earned the right to use the CHARTERED FINANCIAL ANALYST® designation from the CFA Institute and received the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards. Sean is currently a member of the CFA Institute, Financial Analysts of Philadelphia and FPA. He adheres to the Code of Ethics and Professional Standards of Practice set by the CFP® Board of Standards.