2001 -
now CERTIFIED FINANCIAL PLANNER™ | Financial Advisor @
Andy Roller Education
Huntington University
Bachelor of Science (BS) (Economics)
1997
-
2001
Andy Roller Skills
Wealth Management
Financial Planning
Investments
Finance
Financial Services
Asset Allocation
Accounting
Insurance
Estate Planning
Asset Managment
Financial Analysis
Investment Advisory
Strategic Financial Planning
Public Speaking
Long Term Care Insurance
Small Business
Retirement Planning
Strategic Planning
Portfolio Management
Wealth Management Services
Wealth Accumulation
Wealth Preservation Planning
Wealth Preservation
Wealth Transfer
IRAs
Roth IRA
Mutual Funds
Fixed Annuities
Variable Annuities
Annuity Sales
Indexed Annuities
Investment Strategies
Investment Management
Return on Investment Analysis
Asset Protection
Stock Management
Portfolio Optimization
401k Rollovers
401k
Pensions
Retirement
Retirement Plan Consulting
Retirement Savings
Retirement Income Strategies
Retirement Solutions
Life Insurance
Disability Insurance
Charitable Giving
Charitable Gift Planning
Charitable Remainder Trusts
Leadership
Series 63
Team Building
Banking
Credit
Customer Service
Strategic Financial
Loans
Series 7
Andy Roller Summary
Andy Roller, based in Kokomo, IN, US, is currently a CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at Comprehensive Planning Corp. Andy Roller holds a 1997 - 2001 Bachelor of Science (BS) in Economics @ Huntington University. With a robust skill set that includes Wealth Management, Financial Planning, Investments, Finance, Financial Services and more. Andy Roller has 2 emails and 1 mobile phone numbers on RocketReach.
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