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Allan Roth
Owner, Wealth Logic
Allan Roth is a financial expert and advisor with extensive experience in the financial services industry. Here are some key details about him:
Professional Background
Allan Roth is the founder and principal of Wealth Logic, LLC, an hourly-based financial planning and investment advisory firm that he established in 2003.1 He has over 20 years of experience in this role, advising clients with portfolios ranging from $10,000 to $50 million.1
Expertise and Writing
Roth is known for his expertise in financial planning, investment strategies, and behavioral finance. He has been a freelance contributor to AARP since 2012, writing articles on investment and financial planning topics.2 His writing career also includes:
- Contributions to Financial Planning Magazine (2009-present)
- Writing for The Wall Street Journal (2014-2017)
- Articles for MONEY Magazine and Money.com (2007-2010)
Educational Background
Roth holds an MBA in Finance and Economics from Northwestern University's Kellogg School of Management and a degree in Accounting from the University of Colorado Boulder.
Teaching and Approach
He teaches behavioral finance and investments at the University of Denver.1 Roth is known for his "daringly dull" investment approach, advocating for low-cost index funds and a conservative allocation strategy.3 He emphasizes the importance of keeping investment fees low and structuring portfolios for tax efficiency.3
Notable Work
Roth is the author of "How A Second Grader Beats Wall Street," which aligns with his philosophy of simple, low-cost investing strategies.1
Allan Roth's approach to financial planning and investing focuses on practical, cost-effective strategies that prioritize long-term financial stability over short-term market excitement.
