Roger S. Stinnett,  CFP<sup>&reg;</sup> - Financial Advisor

Roger S. Stinnett, CFP®

CPA, CIMA, PFS

Managing Member

Stinnett Wealth Planning, LLC

PO Box 221
Seal Beach, CA 90740-0221
(213) 280-1068

General

Roger Stinnett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stinnett Wealth Planning, LLC in Seal Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CIMA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Getting Divorced, Getting Married, Retirement, Sudden Wealth, Personal Taxes

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