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Stephen K. Roberts

Associate Director

SERVICES, PRODUCTS & SOLUTIONS

  • Design, implement, and protect family financial plans from concept through retirement years
  • Specialize in helping government, school, and state retirement participant by providing them with tactical and actively managed solutions within their 401(k) and 403(b) plans
  • Assist small businesses in providing robust retirement solutions, including 401(k) plans, for their employees
  • Supplemental health benefit plans
  • Term life insurance
  • Indexed universal life insurance
  • Universal life insurance
  • Long-term care (LTC) planning and insurance
  • Long-term disability (LTD) planning and insurance

QUALIFICATIONS

  • Bachelor of Science in Design Engineering, Brigham Young University
  • Series 65 Securities Registration
  • Health and Life Insurance License

Biography

Stephen K. Roberts was born and grew up in the cradle of the Uinta Mountains in beautiful Tabiona. And as the saying goes, “you can take the boy out of the mountains but you can’t take the mountains out of the boy”. He still has a deep connection with rural Utah and loves to get out to their place in Tabiona Valley or wander anywhere he can in his side-by-side ATV at any opportunity.

Stephen graduated from Tabiona High School in 1978 as valedictorian and enrolled in Brigham Young University that same year. After one year at BYU, he spent the next two years in Mexico on a mission for The Church of Jesus Christ of Latter Day Saints, where he grew to love the Mexican people and the Spanish language. Upon returning, he again attended BYU. In February of 1983 he married Leisa, his wife of 33 years. Upon graduating with Bachelor of Science in design engineering in 1985, he and his family spent a few years in San Jose, California while Stephen worked for a large civil defense company helping them automate their design processes. Although he loved what he was doing, the pull of the Utah Rocky Mountains was just too much to ignore so he moved back to Utah in 1986. (As mentioned before, you just can’t take the mountains out of the boy!) Since returning to Utah, Stephen has worked in the technology sector, developing software for a number of different industries, primarily government entities. In 1999 he started his own software consulting business.

Stephen has always had an interest in helping families and individuals to better understand budgeting and finances. Although he was taught and understood the benefits and advantages of budgeting from a young age, he had to rely on financial advisors to educate him on how to invest the savings that a budget allows for. The more he learned about the typical approach to investing from financial advisors, the more he felt that there should be a better way. There had to be a better approach to investing than just buying mutual funds and hoping for the best.

In 2013, Stephen became friends with Dale Black and began to talk with him about what he did at Global View Capital Advisors. This was a turning point in his financial education and career. He had finally found a financial advisor who also believed there was a better way. In fact, the more he learned the more he knew that he needed to become affiliated with Global View Capital Advisors so that he could continue to learn and, more importantly, teach others about tactical and actively managed investment strategies. And, as they say, the rest is history. Stephen got the necessary licenses and has been working with Global View Capital Advisors since 2014. They truly do have a better way!

Stephen and Leisa are the parents of four children and now have nine grandchildren. They split their time between their home in Highland, Utah, and their cabin in Tabiona Valley. They love exploring the off-roads of Utah and the surrounding states in their Polaris RZR, and spoiling their grandchildren every chance they get.

Meet the Team

Our financial advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy, helping provide you with the peace of mind you deserve. Browse through our advisor profiles to learn more about the various services and solutions we provide to individuals, families and business owners.

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Dale Black

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Michael Corrigan

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Glen Sjoberg

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Deb Christensen

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Mike Chapman

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Richard Wayne Harris

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Marc Jensen

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Stephen K. Roberts

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Josh Wright

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Laurie Hancock

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Dan Goudy

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William Sefcik

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James Gregg

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Michael Gardner

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Rodney Johnston

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Scott Kappas

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Rob Brown

2,700
Happy Clients
230
Combined Experience

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Get In Touch With Us

We welcome the chance to speak with you about your financial goals, dreams and ideal lifestyle. To help us better understand your requirements and tailor our services to your needs, we request that you kindly complete the form below.

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Contact Information

Global View Capital Advisors
233 South Pleasant Grove Blvd., Suite 102
Pleasant Grove, UT 84062

investmentinfo@gvcaponline.com
Office: (801) 770-1290
Fax: (801) 770-1291

© 2024 Global View Capital Management, LTD (GVCM) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Dale Black is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov
Global View Capital Insurance, LTD (GVCI) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCI services offered through ASH Brokerage and PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126.262-650-1030. Dale Black is an Insurance Agent of GVCI.

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