Chris Rotberg is a Certified Financial Planner (CFP®) who transforms financial uncertainty into clarity and confidence. With deep expertise in tax strategy, investment planning, retirement, and estate management, he designs personalized roadmaps for clients that aligns their money with what matters most. His guidance helps clients build lasting wealth, avoid costly mistakes, and navigate life’s financial complexities with purpose.
Chris began his career in financial services in 2017, gaining early experience through internships at firms in Texas and California while completing his degree. He joined the Pinnacle Private Wealth team in 2020, earning his CERTIFIED FINANCIAL PLANNER® designation in 2024.
A graduate of Texas Christian University’s M.J. Neeley School of Business, Chris holds his FINRA Series 7 and 66 securities registrations through LPL Financial.
Chris lives in Redmond, Washington with his wife, Michelle. Outside the office, he enjoys strength training, snowboarding, golf, baseball, and exploring the beauty of the Puget Sound region.
