Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Leon A Roat

Leon A Roat

Private Wealth Advisor

Visit Leon A Roat's website

Team

Sannette Nel

Sannette Nel

Client Service Manager

Qualifications

  • Client Services
  • Divorce Settlement
  • Estate Settlement
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Minglei Li

Minglei Li

Paraplanner

Qualifications

  • CA Insurance # 0F06448
  • Provides the practice with a high level of expertise in following areas: Trading, Financial Planning, Insurance and Compliance
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Amy Roat

Amy Roat

Client Relationship Manager

Jessica Roat

Jessica Roat

Client Service Coordinator