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.