Anthony J. Roa

Financial Planner

Anthony J. Roa has been in the financial services industry since January 2007.  He started off with Washington Mutual Bank in the Greater Portland Metro area and recently departed from JPMorgan in August 2018 as a financial advisor.

Anthony’s main focus with each and every client that he serves is to put the client first. He wants to understand the big picture in each of his client’s lives, provide meaningful and impactful solutions for each individual’s needs and does so with truth and compassion.

Through thorough and thoughtful discussion, Anthony takes a comprehensive approach to identifying goals, expectations, and concerns. He then educates his clients on what they can be doing differently to make a positive impact on their future.  At that time, he also helps his clients implement their investment strategy and make any adjustments along the way as needed.