Timberline Wealth Management and Insurance Services
Kevin Roberts
Founder & Wealth Management Advisor|CLU®, ChFC®, CLF®
Take Your Financial Future To New Heights
Personal
I've called the Sacramento area home since 2005 after graduating from California State University, Chico. I married my beautiful wife and best friend, Rebecca, in June of 2016. We always enjoy traveling, whether it's abroad or simply a weekend getaway to Napa or Tahoe. We also like to go hiking or bike along the American River. If I have any spare time I try to get out on the golf course.
Our family grew in August 2018 with the addition of our daughter. Every day I feel like I learn something new as a father. I can definitely put myself in the shoes of many clients now that I'm also a parent. I look forward to sharing more in the future and learning about you as well. One thing I truly appreciate about this career are the opportunities I have to build relationships with my clients.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
Northwestern Mutual Professional Growth Association
Years of Experience
Representing Northwestern Mutual since 2007.
Education
Bachelor of Science in Business Administration (Option in Marketing) from California State University (Chico)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award (2011-2013)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2010)
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Council For Giving
Our partners also support the goal of the Council For Giving (CFG). CFG is a council dedicated to supporting and Improving non-profit organizations all over Sacramento and greater Sacramento region. CFG is actively working towards providing long-term value to deserving causes while fostering professional networking, helping to sustain the organization's legacy, and future commitment to strengthening the Sacramento community.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
