"UNITY IS STRENGTH. WHEN THERE IS TEAMWORK AND COLLABORATION, WONDERFUL THINGS CAN BE ACHEIVED."
—Mattie Stepanek
When we work together, we stand strong. With the total ROYA llc team focused on your financial plan, you get the ultimate experience.
Relational Financial Planning
Our work centers around one theme: that the experience is at least as important as the outcome. That each interaction with the team should help grow a sense of confidence in your financial future. And that organization and clarification are the foundation of success.
Our Commitment to Results
Each financial plan is unique: the action items we recommend are in place to improve your unique situation. We will review how you're tracking and make changes to the plan as necessary, as factors change. And we will check in with you to make sure the process is as comfortable as it is successful.
Our Philosophy
We believe: that the areas of financial planning are all interconnected. That the whole forecast changes when one variable changes. That the correct mathematical answer is not always the best answer for a person's life. That collaboration—with each other, our clients, and other professionals—is the key.
The ROYA llc Experience
We understand: that your money decisions impact your thoughts, feelings, relationships and future. That we can strive to understand your needs in all these areas, with compassion, passion and kindness. That selecting the right members of our planning team is essential to your great experience.
THE TEAM
Throughout our relationship, you'll likely hear from multiple team members. We're working collaboratively behind the scenes, so each one of us will be up to date on your needs.
MEET ROYA
PARENT, PLANNER, FRIEND
PRINCIPLED, HARD WORKING, PASSIONATE.
PLANNER, VISIONARY, GUIDE.
BROOMBALLER, CAPRICORN, EXTROVERT.
ROYA MOLTAJI
Financial Planner and Founder
CFP®, ChFC®, CASL™, CAP®
Phone: 952-769-2126
Mail:
Roya’s desire to reduce the time and stress people spend on money and financial decisions drives her career.
She has been interested in how money impacts emotions, thought, and action since she was young. It takes a unique character
to attend summer business camp in high school, but this interest in how money works foreshadowed Roya’s professional trajectory.
Roya graduated magna cum laude from The University of St. Thomas with a B.A. in finance and a minor in economics. She has
been in the financial services industry since graduating from college and has pursued further education, resulting in several
designations from The American College, the College for Financial Planning, and the CFP® Board.
When she is not working, Roya may be found at a fundraiser for a local non-profit organization, connecting with friends, playing broomball, socializing at The Woman’s Club of Minneapolis, traveling, or spending time with immediate and extended
family.
She loves everyday adventures with her wife and son.
MEET RYAN
FIANCÉ, LISTENER, KIND.
ORGANIZED, EFFICIENT, DIRECT.
CREATIVE, OPEN, MOTIVATED.
GARDENER, LIBRA, PET PARENT.
RYAN BURKE
Personal Assistant and Office Coordinator
Phone: 612-330-4684
Ryan brings a passion for working with others and problem solving from his years in nonprofit, direct service work.
He studied Urban Studies and Youth Studies at the University of Minnesota-Twin Cities with a goal of understanding systems for his community. Ryan’s career began with years of direct service and administration roles in the nonprofit sector. Working in small organizations has given Ryan experience running a wide range of projects. He has organized large fundraising events, social media marketing campaigns, and many other team oriented directives. From these various backgrounds Ryan prides himself on providing excellent client service.
He loves how close the Twin Cities are to nature and how interconnected people are here. Ryan has gotten involved with numerous mutual aid groups that are organizing for racial and climate justice.
Ryan is driven by working with others and helping them achieve their goals..
Outside of his time working with Roya, Ryan can be found hiking with his partner and dog along the Northshore or talking about his ever expanding garden.
MORE THAN FINANCES
ROYA llc strongly believes in contributing to community. Roya llc supports:
Roya sponsors a child in Guatemala, and in 2012 she traveled there to meet her. During her stay, Roya helped build a house for a family in the community, and helped pack food bags for local families
YOU'LL ALSO FIND ROYA, TEAM AND FAMILY AROUND TOWN
Active Resource Generation Alumni
Member and Past Board Member of The Woman's Club of Minneapolis
Member of Multiple Broomball Leagues and the Minnesota Women's Broomball Program
Family participation in BSA (previously Boy Scouts of America)
Active softball player and active in Golf League
Member of FPA (Financial Planning Association)
Family Membership: The Guild of Metalsmiths
