Julie Roth, CFP
Monterey Private Wealth, Inc
Certified Financial Planner in Pleasanton, CA
Address:4900 Hopyard Rd Ste 100
Pleasanton, CA 94588
About Julie Roth
Julie Roth is a financial professional at Monterey Private Wealth, Inc located in Pleasanton, California. Julie Roth holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Julie Roth provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Julie Roth4900 Hopyard Rd Ste 100
Pleasanton, CA 94588
Phone Number:
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Website:
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