Iris Roth Email & Phone Number
Retirement Consultant, CFP, CLU, ChFC
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Iris Roth Location
- Miami, FL, US
Iris Roth Work
- 1988 -now Retirement Consultant, CFP, CLU, ChFC @ Gold Coast Benefits Group, Inc.
- 1988 -2006 owner @ Florida Pensions, LLC
- 1977 -1980 Actuarial Assistant @ Financial Data Planning Corp (FDP)
Iris Roth Education
- University at Albany
BS, magna cum laude (Math)
1969-1973
Iris Roth Skills
- Estate Planning
- Small Business
- Personal Finance
- Strategic Financial Planning
- Investments
- Public Speaking
- Finance
- Retirement
- 401k
- Customer Service
- Asset Allocation
- Financial Analysis
- Insurance
- Defined Benefit
- Series 7
- Employee Benefits
- Non Profits
Iris Roth Summary
- Iris Roth, based in Miami, FL, US, is currently a Retirement Consultant, CFP, CLU, ChFC at Gold Coast Benefits Group, Inc.. Iris Roth brings experience from previous roles at Florida Pensions, LLC and Financial Data Planning Corp (FDP). Iris Roth holds a 1969 - 1973 BS, magna cum laude in Math @ University at Albany. With a robust skill set that includes Estate Planning, Small Business, Personal Finance, Strategic Financial Planning, Investments and more. Iris Roth has 2 mobile phone numbers on RocketReach.
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