The Roush Group
The Roush Group is one of fewer than 950* firms in California with an active Accredited Investment Fiduciary® certification, which represents the industry’s highest fiduciary standard of care. The firm adopted its fiduciary standardto place the client’s sole interest ahead of its own at all timesbefore the proposed DOL fiduciary rule began to emerge. With a decades-long investment background at large national banks and broker-dealers, Rick Roush felt compelled in 2010 to launch his own fee-only Registered Investment Advisor firm to advocate for objective, transparent and fully disclosed investment advice, so critically needed by business owners, their families, and employees in the central valley and central coast regions. On the retirement side, The Roush Group augments the expertise of its close-knit team of financial specialists with select market leaders to form a veritable command center of ERISA compliance. The firm’s proprietary DCPro Process insulates plan sponsors with protection against the burden of 401(k) plan liability.*Source: fi360 Social media postings should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by the firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results is the firm is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the firm by any of its clients.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AW
Andrew Wheeler
Senior Financial Advisor · Finance & Accounting
EmailPhone - TF
Tom Flynn
Retirement Plan Consultant & Business Development Director · Finance & Accounting
EmailPhone - JR
Jessica Roush
Executive Vice President · General Business & Management
EmailPhone - RR
Richard Roush
Owner & Financial Life Planner · Other
EmailPhone
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Top roles at The Roush Group
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- 1executive vice president
- 1mechanical engineer
- 1owner & financial life planner
- 1retirement plan consultant & business development director
- 1senior financial advisor
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