Kevin Roche Email & Phone Number
SVP Wealth Advisor @ Farther Finance
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Kevin Roche Location
- California, United States
Kevin Roche Work
- SVP Wealth Advisor @ (February 2024 - Present)
- Wealth Management Advisor @ (November 2018 - February 2024)
- Independent Financial Advisor @ Self-employed (August 2017 - October 2018)
- Vice President - Investments @ (May 2016 - August 2017)
- Investment Counselor @ (July 2013 - May 2016)
- Securities Operations Associate @ (November 2011 - July 2013)
- Account Executive @ (October 2010 - December 2011)
Kevin Roche Education
- California State University, Fresno
BS & BA (Business Administration and Finance; and Philosophy)
2003-2008
Kevin Roche Skills
- 403(b) Plans
- 457 Plans
- Financial Planning
- Retirement Planning
- Wealth Management Services
Kevin Roche Summary
- Kevin Roche, based in California, United States, is currently a SVP Wealth Advisor at Farther. Kevin Roche brings experience from previous roles at TIAA, Self-employed, WrapManager, Inc and Fisher Investments. Kevin Roche holds a 2003 - 2008 BS & BA in Business Administration and Finance; and Philosophy @ California State University, Fresno. With a robust skill set that includes 403(b) Plans, 457 Plans, Financial Planning, Retirement Planning, Wealth Management Services and more. Kevin Roche has 2 emails and 4 mobile phone numbers on RocketReach.
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