Zoey Roberts
Owasso

12015 E 96th St N

Owasso, OK 74055

+1 (918) 604-7724
zroberts@capitalwealth.com

About Zoey Roberts

Zoey Roberts is a Loan Officer at a reputable financial institution based in Owasso, OK. With 16 years of experience in the industry, Zoey is a seasoned professional with expertise in loan management. Her dedication to the field is exemplified by her certification as a Certified Loan Officer (CLO). Zoey brings extensive knowledge and skill that allows her to provide clients with exceptional service and guidance throughout the loan process. In addition to her professional accomplishments, Zoey has diverse interests outside of work. She enjoys language learning, photography, and gardening as hobbies that allow her to explore different facets of creativity and personal growth.

Insights

June 1, 2022

Navigating Market Volatility: Strategies for Investors

Discover effective strategies for investors to navigate market volatility. Understand how to make informed decisions during uncertain times and maximize your financial gains. Learn about risk management techniques, diversification, and other tools to help you stay on track with your investment goals. Stay ahead of the curve and take advantage of market fluctuations with these valuable insights.

July 14, 2022

Understanding Cryptocurrencies: Risks and Rewards

Explore the world of cryptocurrencies and unravel the risks and rewards associated with them. Gain insights into this digital currency phenomenon that has taken the financial markets by storm. Discover how technologies like blockchain have revolutionized transactions, while learning about the potential dangers involved in investing in this volatile market. Dive into this comprehensive guide to understand cryptocurrencies better and make informed decisions when venturing into this exciting realm.

September 11, 2022

Sustainable Investing: Aligning Values and Portfolios

Discover the power of sustainable investing and how it allows individuals to align their values with their investment portfolios. Dive into the world of socially responsible investing, exploring strategies that promote both financial growth and positive environmental or social impact. Learn how investors can make a difference by supporting companies focused on sustainability while enjoying potential returns on their investments. Explore the concept of aligning values with portfolios in this insightful article about sustainable investing.

March 18, 2023

Healthcare Innovation: Investing in the Future

Discover the future of healthcare innovation and how investing in this sector can lead to transformative advancements. This informative article explores the latest trends, technologies, and strategies that are shaping the healthcare landscape. From telemedicine to AI-driven diagnostics, learn about the exciting opportunities for investment in this rapidly evolving industry. Stay ahead of the curve and explore how cutting-edge advancements are revolutionizing healthcare delivery and improving patient outcomes".

Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+19186047724
zroberts@capitalwealth.com