Calvin Roberts

Calvin Roberts is an experienced Financial Planning Analyst with a strong focus on ESG investments. He possesses a diverse skill set that includes Investment Advisory, College Funding Strategies, Holistic Financial Planning, Retirement Planning, and Financial Markets.

Calvin Roberts holds a Bachelor's Degree in Finance and a Bachelor's Degree in Business Administration from Oregon State University, with a specialization in entrepreneurship and International Business. He also achieved a 4.0 GPA in International Business from Aarhus University.

Throughout his career, Calvin has held key roles such as Financial Planning and Portfolio Analyst at THE QUARESMA GROUP LLC, Registered Administrator at Lewellyn Financial Management, Student Engagement Teaching Assistant at Oregon State University, and Financial Planning and Analysis Intern at Lithia Motors, Inc.