Bill Roth

I was born and raised in northern California. I moved to England at the age of 16 and completed a European education. This experience opened my eyes to different cultures and ideologies. In 1976, I married Helen, my childhood sweetheart in England, and together we have raised two wonderful children.

We relocated to the San Diego area in 1997. Since then, I have worked with numerous CPAs and attorneys in assisting pre-retirees and retirees with strategies designed to protect their nest egg, increase retirement income, and reduce taxes. I pride myself in giving efficient and competent service. Being a veteran in the financial planning industry on two continents for the past 39 years has allowed me to see just about every up and down market imaginable.

The thousands of clients I have worked with over the years will attest to the fact that I continue to develop new ways of being innovative in an already commoditized market. They are happy knowing that my financial planning solutions allow them to sleep comfortably and that they will not wake up poor due to some black swan market event. Eighty percent of my current clients are referred from existing clients and their families. It is a pleasure being referred and working for people who are happy with the service I have provided them.