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Julie Roth (AIF®, CFP®, CIMA®)

Julie Roth focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

- I specialize in financial planning for clients nearing retirement, women in transition (from divorce or sudden death), and executives with complex compensation packages.

- I construct investment portfolios, which match your time horizon, your acceptable risk level, and consider your financial goals and objectives.

Additional Information

- I spent 20 years in the U.S. Air Force and retired as a lieutenant colonel in 2013. I worked in acquisitions conducting data analysis on newly developed weapons systems and in international relations advising senior leaders on military-political affairs.

- I am a native of South Dakota and have lived in several places during my military career, but I’m very happy to call Pacific Grove, CA home. I enjoy spending time with her husband and son, traveling, golfing, and soaking up the beautiful scenery around the Monterey Bay.

- I serve as Trustee, Treasurer, and the Investment Committee Chair for the Naval Postgraduate School Foundation in Monterey and as the Treasurer of the Rotary Club of Pacific Grove.

NAPFA Start Date

September 13, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2340 Garden Rd Ste 202 Monterey, CA 93940-5347 Phone: (831) 372-3426 Fax: (831) 372-2964
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