Thomas H. Roehl,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas H. Roehl, CFP®

Member

Roehl & Yi Investment Advisors, LLC

PO Box 11810
Eugene, OR 97440
(888) 683-4343
(541) 683-2085

General

Thomas Roehl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Roehl & Yi Investment Advisors, LLC in Eugene, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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