CPT Wealth Strategies Events

Below is a list of upcoming events that aim to provide valuable insights and provide the opportunity to take control of your financial future.

Small Business Owners Summer Seminar Series

When: 08/15/23 - 08/17/23 8:30am-11:30am


August 15th, Daphne, AL

August 16th, Fort Walton Beach, FL

August 17th, Destin, FL

Phone Number: 917-328-4904

Email: mike@cptweatlh.com

Upcoming Events

Small Business Owners Summer Seminar Series

08/15/23 - 08/17/23 - 

Breakfast 8am - 8:30am

Seminars start at 8:30am & concludes by 11:30am


-August 15th: Daphne AL Courtyard Eastern Shore

13000 Cypress Way Spanish Fort, Daphne AL 36527

-August 16th:  Fort Walton Beach FL Towneplace Suites, Fort Walton Beach

843 Eglin Parkway Fort Walton Beach FL 32547

-August 17th Destin FL  

Fairfield Inn and Suites

19001 Emerald Coast Parkway Destin FL 32541

C: 917-328-4904

E: mike@cptweatlh.com

Meet Mike Roberts

Mike Roberts is an experienced professional in the Financial Services, Insurance, and Risk Transfer industry. He assists clients in creating and implementing financial strategies for estate and business transfer and wealth accumulation. Mike's knowledge and expertise are in creating and protecting wealth transfer programs and mitigating risk.

He has been an MDRT Qualifier, annually generating revenues in the millions of dollars. Mike started his career with AXA Equitable and has been a top producer at Mass Mutual and run the Private Client Wealth insurance practice at one of the preeminent NYC prestigious firms, Frank Crystal and Co., and as the NY NJ CT Metropolitan Area Life planning specialist for Arthur J Gallagher Insurance and Financial Services division.

Mike works with clients from the Mail Room to the Board Room, Family Offices, and Corporate Executive offices. These include private companies, unions, and individual estates. He provides his clients with the expertise needed to customize offerings with programs that guarantee immediate funding and risk mitigation in response to a program-triggering event.

Where to find us