Brendan K. Roath,  CFP<sup>&reg;</sup> - Financial Advisor

Brendan K. Roath, CFP®

Financial Planner

Money Matters, Inc.

12800 Whitewater Drive, Suite 100
Minnetonka, MN 55343
FINANCIAL ADVISOR'S WEBSITE
(952) 935-0707

General

Brendan Roath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Money Matters, Inc. in Minnetonka, MN and the surrounding communities.

Financial Advisor Overview

Financial Advisor serving Minneapolis and St. Paul with 6 meeting options located around the Twin Cities.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources