Rod Roath (CFP®, CPA)
Rod Roath focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Money Matters, we: Build relationships based on trust, Place clients' interests first, Do what we say we are going to do, Profide objective advice based on proven experience, and Work hard to serve our clients well.Additional Information
Rod was selected Five Star Best in Client Satisfaction Wealth Manager for 2009 in a survey conducted by Mpls.St.Paul and Twin Cities Business magazines. Money Matters recently celebrated its 10 year anniversary.NAPFA Start Date
February 01, 2007