Duane Roth Email & Phone Number
Owner @ The Roth Companies Inc
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Duane Roth Location
- Illinois, United States
Duane Roth Work
- 2004 -now Owner @
- 2004 -now Founder and CEO @
- 2002 -2004 Financial Advisor @ Eastgate Financial & Insurance Group
- 2001 -2002 Risk Management Advisor @
Duane Roth Education
- The American College
CLU (Finance and Financial Management Services)
2009-2013 - The American College
CFP (Comprehensive Financial Planning)
2008-2013 - The American College
LUTCF (Financial Planning, Insurance, & Business Planning)
2005-2006 - The American College
RFC (Advanced Financial Planning, Tax Reduction Planning, & Estate Planning)
2005-2006 - Fontbonne University
Bachelor of Science (Business, Finance, and Marketing)
1997-1999 - Southwestern Illinois College
Associates Degree (Major in Business Administration)
1995-1997 - The American College
ChFC (Chartered Financial Consultant) (Wealth Management - Advanced Financial & Estate Planning)
Duane Roth Skills
- Comprehensive Wealth Management
- Financial Planning
- Investments
- Tax Planning
- Estate Planning
- Insurance Planning
- Wealth Management Services
- Strategic Financial Planning
- Financial Planners
- Retirement
- Retirement Planning
- Insurance
- Wealth Management
- Fixed Annuities
- Small Business
- Financial Services
- Finance
- Financial Advisory
- Long-term Care
- Strategic Planning
- Management
- Leadership
- Microsoft Office
- Marketing
- Customer Service
- Long Term Care
- Project Management
Duane Roth Summary
- Duane Roth, based in Illinois, United States, is currently a Owner at The Roth Companies, Inc.. Duane Roth brings experience from previous roles at The Roth Companies, Inc., Eastgate Financial & Insurance Group and Arthur J. Gallagher & Co.. Duane Roth holds a 2009 - 2013 CLU in Finance and Financial Management Services @ The American College. With a robust skill set that includes Comprehensive Wealth Management, Financial Planning, Investments, Tax Planning, Estate Planning and more. Duane Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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Top The Roth Companies Inc Employees
Deanna Roth
Vice President
Overland Park, KS, US
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