Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Professional Development

CLU

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

ChFC

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

AEP

The Accredited Estate Planner (AEP) designation focuses on the areas of gift giving and estate planning strategies. The AEP program provides financial service professionals with the skills needed to advise their clients with expert guidance on important topics such as taxable transfers, property valuation, charitable and other deductions, and contractual beneficiary designation and operation of law.

Associations and Memberships

  • Member of The Hartford Trusts and Estates Council
  • Member of The Connecticut Trust and Estates Council
     

Physicians Nationwide

Bob Roth is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Robert A Roth, CLU®, ChFC®, AEP®
Wealth Management Advisor


Roth Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck