Team profile


Our vision

Our vision at Oak Point Financial Partners is to be the trusted financial advisor practice in Independence, OH and the greater Cleveland area, helping individuals and families with retirement planning strategies, investment management, estate planning strategies, and more. We aim to provide clear, reliable guidance that encourages our clients to meet their long-term goals with confidence.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Awards & recognition

  • Christopher Roborecki, Ameriprise Circle of Success, 2018-2023

Community participation

Oak Point Financial Partners - Community participation photo

Our efforts, inside and outside of the office, are grounded in a commitment to making a positive impact on the lives of others. We take pride in our dedication to serving the community through hands-on involvement.