Charlotte

Kristopher Roche

CFP®

Associate Wealth Advisor

3545 Whitehall Park Dr, Suite 180
Charlotte, NC 28273

Kristopher Roche
Kristopher Roche

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Kristopher

Kris partners with his advisory team to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, he manages the database of client information and requests.

Kris believes the ideal client relationship starts with open dialogue. During these conversations, he assists clients with gaining clarity about their goals by having an honest discussion about their financial picture. He also enjoys educating clients on the financial planning process so that they better understand how to achieve their desired lifestyle.

Kris was born in Cleveland, Ohio, and is an avid Cleveland sports fan. He currently lives in Fairfax, Virginia. Outside of work, he plays on five adult league softball teams during the spring and fall. He also loves to travel. His favorite destination in Virginia is the beach and favorite international vacation spot is Italy.

Education and Professional Milestones

  • George Mason University - graduated with double majors in finance and management
  • Joined Focus Partners Wealth in 2023
  • Was a senior client service associate at West Financial Services for four years