Broker Check

Meet the Founder

 Shaun Roberts, EA, CFP®

Shaun Roberts is the founder of SRA Wealth Advisors and an Investment Advisor Representative with broker-dealer Avantax Investment ServicesSM. Offering both tax and financial planning services, Shaun specializes in developing wealth preservation planning, and financial planning with tax-efficient strategies.

Shaun first worked in accounting while serving in the U.S. Marine Corps. Following, he spent more than 20 years working with the New York City Police Department as the Commanding Officer of Management and Budget, overseeing the day-to-day financial operations of the Department, reviewing audits, and more. In 1987, he founded his own firm as a way of combining his tax and financial knowledge.

Shaun has more than 36 years of experience in the tax industry and more than 19 years of experience in the financial services industry. He holds securities licenses 6, 7, 63, and 65, the CERTIFIED FINANCIAL PLANNER™ certification, and is an Enrolled Agent. He received his Bachelor of Science in Liberal Studies from Excelsior College and his Master of Business Administration in Finance from Columbia Southern University. He is a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.

Outside of the office, Shaun enjoys spending time with his family, scuba diving, reading, and riding his motorcycle.  He is active in his community and frequently volunteers with not for profit organizations. Shaun has previously served with The Independent Association of Accountants of Staten Island as their treasurer and with the American Academy of Professional Law Enforcement as the Senior Member of their Audit Committee. He currently serves as the Chairman of the Board for On Your Mark, a non-profit serving individuals with developmental disabilities and their families, and as an advisor to Blue Lives Matter NYC, an organization dedicated to providing services to seriously injured Law Enforcement Officers and their families. He is also the treasurer for the Blue Knights NY VII, a law enforcement motorcycle club dedicated to performing charitable works within the local community.

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