Kevin B. Roth,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin B. Roth, CFP®

CEPA, CM&AA

Managing Director

Tanglewood Legacy Advisors

900 Rockmead Dr St 255
Kingwood, TX 77339
FINANCIAL ADVISOR'S WEBSITE
(713) 599-4999 CONNECT WITH Kevin
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General

Kevin Roth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tanglewood Legacy Advisors in Kingwood, TX and the surrounding communities.

Financial Advisor Overview

The team at the Tanglewood Legacy Advisors serves as trusted wealth management and business advisory counsel to a select group of business owners, retirees and families who do not meet the typical $30-50MM minimum for family office or private trust company consideration. The team believes sophisticated and comprehensive counsel should be made available to families in the $1-30MM net worth range, and has built the practice around being indispensable to families in this range.

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Financial Advisor Experience

Kevin helps business owners during times of meaningful transition; be that pivoting for scale, preparing for an outside sale or developing internal succession.

While Kevin’s clients span all walks of life, he specializes in using his background in mergers and acquisitions to help private business owners develop and implement growth and exit strategies from their privately held businesses. Business transitions are complex, and as an engineer turned entrepreneur, he understands the emotional and financial commitment required to build a business; and is focused on ensuring owners are prepared for a successful transition when opportunity or desire sets in. He enjoys working closely with their team of advisors during the planning process, helping to bring forward the complex and inseparable relationship between an entrepreneur’s life, business, and finances.

Kevin is a Computer Engineering graduate of Texas A&M University. His passion for numbers and working with people led him to obtain his MBA from McCombs School of Business, which eased his career transition to corporate finance for a Fortune 100 Company. There he worked in corporate strategy roles and as a financial analyst on the buy side of mergers and acquisitions. He is a CEPA, Certified Exit Planning Advisor, and CM&AA, Certified Merger and Acquisition Advisor, and a Certified Financial Planner®. He is a frequent speaker to business owners, helping them understand how to architect and monetize business value.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA, CM&AA

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Corporate Finance, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources