Planning | Roya Moltaji Certified Financial Planner Professional

RELATIONAL FINANCIAL PLANNING

Building healthy relationships with money
and financial plans that are designed to help make dreams possible.

OUR PHILOSOPHY

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SEE YOUR NEW FINANCIAL REALITY

We help you clarify the desires you have for your life, organize your finances, and build scenarios so strategies become clear and easy to implement.

DREAM

Your hopes for your financial future

VISION

A focus on your unique goals

PLAN

Actionable steps that make it all feel easy

SERVICES

EASE. CONFIDENCE. CREDENTIALS.

When you're working with an experienced financial professional, you know you're getting someone well versed, trained and knowledgeable. Someone who keeps up with the industry and understands how to apply this information to your personal situation.

Wealth Management | Tax strategies | Retirement | Risk Management + Insurance

Estate Planning | Business Planning | Investments | Charitable Giving

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HI, I'M ROYA.

And when you work with my team, you get something different: we help you feel more confident about your money decisions. And we're focused on saving you time by taking work off your plate.

MEET THE TEAM

LIKE ROOTS, OUR PLANS KEEP US GROUNDED AND GROWING

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