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John Robertson

Registered Principal, Wealth Strategist

Colonial River Wealth Management

United States, Virginia, Newport News

About Me

John earned his bachelor’s degree in Business Administration from Christopher Newport University in 1983. Over his more than 35 years in the financial industry, John has always given comprehensive, straightforward advice for clients with long-term goals such as retirement or education and has gravitated to positions where he could work with and serve clients the best. He understands the impact successful financial management can have for his clients, today and into the future. Additionally, he has developed a specialty in helping his clients understand Medicare and Medicare Supplemental Plans. Helping clients with this transition and identifying solutions that will work for them, includin

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Profile Information

Registered Principal, Wealth Strategist

Colonial River Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport News

Virginia

United States

Aug 19, 2024

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