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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

David Roberts

David married his wife, Teresa, in 1991 while they were both still in college. Their parents and schools had not prepared them to manage money, so some common mistakes were made early in their marriage. Teresa’s ‘finance anxiety’ started acting up very soon after the birth of their first child in 1996. Fortunately, God placed some wise council into their lives, encouraging them to correct the habits that got them into debt and prevented them from setting aside adequate savings. But they had no plan to follow, and it was easy to slide right back into the old, destructive money habits.

In 2004 a transformational moment happened in David and Teresa’s life: they attended Dave Ramsey’s Financial Peace University for the first time. With the structure and direction of the Baby Steps, they applied the discipline needed to eliminate all debt, ramp up saving and investing, obtain adequate insurance coverage, and set aside college money for their five children. David likes to say, “when Teresa and I were younger, we were given some really great advice, and it saved us from financial unhappiness, possibly ruin. Now it’s time to return that favor.”

David loves putting together a simple and effective financial plan that deals with the issues that are causing clients uncertainty and fear about their financial future. Using long-term solutions, and an ongoing education process, he can do the same for you, giving you the confidence about your future that you want.

David currently holds the FINRA Series 65, 63, and 6 Security Licenses, as well as a Life Insurance License. David is passionate about offering clients the wise council of Dave Ramsey’s plan for financial fitness – helping them to “live like no one else, so that later they can live and give like no one else.”

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More About David:

  • Military Spouse
  • Office in Pensacola, FL
  • Face-to-face appointments available anywhere in Northwest, FL
  • Remote appointments available via Zoom, Skype, Google Meet
  • FINRA Series 65, 63, and 6 Security Licenses
  • Life Insurance License

Locations Served

Contact

  • david.roberts@smartprousa.com
  • 850-786-3400
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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