Timothy Roberts CFP®

Focus

With a deep commitment to helping clients secure their financial futures, Tim continues to lead with integrity, building lasting relationships and delivering tailored financial strategies to meet each client’s unique needs.

Background and Experience

Tim began his career in 2003 at UBS Financial Services in Columbus. In 2005, he partnered with David Slates, where David served as a mentor, helping Tim build a strong foundation in investment knowledge. Together, they have grown Northpointe into a distinguished wealth management team, dedicated to providing personalized advice to individuals and families.

The Northpointe team has earned the title of one of the “Top Wealth Management Teams” in the state of Ohio by Forbes in 2023 and 2024.

In 2019, Tim also completed the rigorous certification process to earn his CERTIFIED FINANCIAL PLANNER® designation.

Before beginning his career in the financial services industry, Tim earned a Bachelor’s degree in Chemical Engineering at the University of Dayton. He then spent nearly five years working in research and development for the Department of Defense through a private contractor, where he applied his analytical skills and attention to detail.

Away from the office

Tim spends his free time with his wife, Paige, a practicing dentist, his twins, Noah and Isabelle, and his stepsons, Evren and Emre. Much of his free time is spent supporting his active children in various sports, particularly club soccer. When not cheering from the sidelines, Tim enjoys watching the Buckeyes and entertaining his family and friends.

California Insurance License: OK12192. Resident state [OH]

• 2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm, if applicable (refer to Sec. 13.16.1)].
• 2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm, if applicable (refer to Sec. 13.16.1)].