Andy Roller Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ | Financial Advisor @ Comprehensive Planning Corp
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Andy Roller Location
- Kokomo, IN, US
Andy Roller Work
- 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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Top Comprehensive Planning Corp Employees
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Director of Operations
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