About Us

Joseph Roberts Sr.Joseph P. Roberts, CLU, ChFC, Founding Partner

Joe graduated Cum Laude from Boston College in 1962 and is a member of Alpha Sigma Nu, the Jesuit National Honor Society. Joe founded Roberts Financial in Wellesley, Massachusetts in 1966. Joe holds Chartered Life Underwiter (CLU) and Chartered Financial Consultant (ChFC) designations with The American College in Bryn Mawr Pennsylvania. Joe is a Life Member of The Million Dollar Round Table awarded by The National Association of Life Underwriters, and a Hall of Fame Member of Allianz Life, of Minneapolis, Minnesota. Joe is a licensed insurance broker in the Commonwealth of Massachusetts and many other states.



 

Joseph P Roberts Jr.Joseph P. Roberts, Jr., CLU, Managing Partner

As Managing Partner, Joe leads the strategic direction of the organization, managing client services, business development and operations. Since joining the firm in 1988, Joe has led its progression from an insurance brokerage into a wealth management organization, serving generations of clients exclusively with specialist professional partners from the financial services field.

Joe is equally dedicated to serving local communities through Sports Based Youth Development. After graduating from The Boston University School of Management, where he captained the baseball team and recognized as a Greater Boston Collegiate League All Star, Joe founded Terriers Sports. Over the past twenty-five years, Terriers has provided thousands of local children a variety of great experiences through programs designed to let kids relax and enjoy a blend of free play and team sports. A Coaching and Leadership Development program provides over 100 middle and high school student coaches with meaningful learning experiences each year.

Joe has served The Wellesley Little League Baseball program since 1989 as a coach, member of The Board of Directors and President. In 2007, Joe completed a multi-year effort to build brick dugouts and install lights at Wellesley’s Reidy Field. Upon completion, The Wellesley Townsman named Joe to "The Townsman 10" in honor of his years of contributions to the local community.

In 2014, Joe channeled his coaching experiences to create Community Investors, a non-profit organization dedicated to improving the physical and mental health and wellness of children through After School Sports Based Youth Development. In just five semesters, over three hundred middle school students have enjoyed flag football, soccer, basketball and dodgeball. Community Investors also served as Fiscal Agent for The Wellesley Field Fund, a public-private partnership to renovate the Wellesley High School Track & Field.

Latest News

Financial and Economic Brief - November 1, 2020

• GDP – The Latest Numbers for Q3 - Market analysts frequently rely on the Government’s Bureau of Economic Analysis’ Real Gross Domestic Product reports in an attempt to determine long and short-range investment strategies.

• GM Announces an all-Electric Vehicle Future – Here’s what Mary Bara, CEO of GM has recently said; “We want to put everyone in an EV, and we believe we have what it takes to do it.

• The Fed’s Definition of the “Money Supply”? - It seems as though we know very little about how the Money Supply, as defined by The FED, affects personal investment and purchasing decisions.

Financial and Economic Brief - October 1, 2020

• What is the FED saying about interest rates now? - Interest rates effect virtually every financial decision Americans make; from buying a home, buying a car, or charging purchases to a credit card.

• Here it is in a nutshell – Evaluating Economic Sectors - When media pundits, bankers, and government officials discuss the economy, frequently it is difficult to fully grasp the implications and their effect as a whole.

• Technology Trends for the Next Decade - 25 hot technology trends that will continue to influence the global economy and how they will affect how we manage our investments and savings.

Financial and Economic Brief - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Our Firm

Our Resources

Our Resources
We are Professional Partners of
Integrated Partners
a national financial planning firm
headquartered in Waltham
Resources include
Certified Financial Planners
Chartered Retirement Planning Counselors
Certified Public Accountants
7 Billion+ in Advisory & Brokerage Assets
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