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Hugh R
CFP®, Series 63
Thousand Oaks, CA
Capital Analysts
Hugh Roberts is a financial advisor with Capital Analysts, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He has been affiliated with Capital Analysts since 2006 and also has a long tenure with Lincoln Investment beginning in 2012. Roberts has experience advising family businesses on succession planning and is the owner of H. B. Roberts Company, which focuses on generational business transfer and estate planning. He is also an author and serves as secretary for the Melton Leadership Foundation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment strategies supported by an in-house research team and proprietary fund screening process.
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