In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Leon A Roat

Leon A Roat

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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