Barry Roth

Barry Roth is a highly skilled and experienced professional in the field of financial planning, with over 20 years of experience under his belt. He holds a CFP designation, indicating his expertise in comprehensive financial planning that includes tax, estate, retirement, and investment planning. He has worked with clients at various stages of life, including those just starting out in their careers to those on the brink of retirement, and has helped them navigate their way to financial stability and success. Barry's approach is client-centered, and he works collaboratively with his clients to understand their unique needs and goals. He is also an active member of the Financial Planning Association, keeping up to date with the latest industry trends and best practices. With his wealth of knowledge and experience, Barry is a trusted advisor to his clients, helping them plan for a secure financial future.