John G. Roeller,  CFP<sup>&reg;</sup> - Financial Advisor

John G. Roeller, CFP®

Principal

Latona Wealth Partners

314 W Galer ST, 314 W Galer St
Seattle, WA 98119-3393
FINANCIAL ADVISOR'S WEBSITE
(206) 457-5745

General

John Roeller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Latona Wealth Partners in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Insurance, Retirement, Sudden Wealth

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