Allan S. Roth,  CFP<sup>&reg;</sup> - Financial Advisor

Allan S. Roth, CFP®

CPA, MBA

Columnist/Planner

Wealth Logic, LLC

31 N. Tejon St, Ste 306
Colorado Springs, CO 80903
(719) 955-1001

General

Allan Roth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Logic, LLC in Colorado Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Employee Benefits, Retirement, Long-term Care

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