Chip Roe

Chip Roe, CFP®, CRPC®, CRPS®, is a seasoned financial professional with extensive experience in wealth management and investment advisory services. With a career spanning over 28 years at The Potter Financial Group Inc. as a CERTIFIED FINANCIAL PLANNER, Chip has played a significant role in enriching the lives of clients through financial planning and guidance. Since May 2018, Chip has also served as an Investment Adviser Representative with Commonwealth Financial Network, adhering to regulatory requirements. Prior experience includes membership with the Fusion Advisor Network, where a holistic approach to wealth management was emphasized, and a tenure at Kestra Investment Services, LLC, as an Investment Adviser Representative. Chip holds a Bachelor of Science in Business Administration with a concentration in Finance from Western Carolina University.