Todd Roth

Background

About Todd Roth

I work with families in the Philadelphia area and throughout the country to help them turn their challenging life conditions into a clear wealth plan. I enjoy listening to clients and helping them prioritize their family goals, create a budget, and create a financial strategy that will help them achieve a successful retirement. GETTING TO KNOW ME: My passion for investments and planning comes from the hard work ethics of both of my parents and their intentional focus of money as a means to accomplish their life's mission. My other passions include baseball, golf, the New York Mets, the Philadelphia Eagles, running, volunteering in our neighborhood, and spending time with my family. I currently live with my son, Nolan, in the Fishtown neighborhood of Philadelphia. I serve on the board of the Fellowship of Christian Athletes in Philadelphia. I graduated from the University of Pennsylvania with a Bachelors of Political Science, Philosophy, and Economics, with my concentration in Economics. I was a 4 year starter on the baseball team, including Freshman All-American honors as a pitcher. I serve on the board of University of Pennsylvania Baseball Alumni. I WOULD WELCOME A CONNECTION IF-You are in need of customized, professional financial advice and guidance-You have questions about Stock Options, RSUs, ESPPs that you have currently or previously held-You are interested in discussing our approach to estate planning strategies-You are a CPA or attorney interested in providing a resource for your clients-Are a nonprofit organization considering a Request for Proposal for your current investment portfolio.