Duane Roth
Founder | President@ The Roth Companies, Inc.
Illinois, United States
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Duane Roth is a highly experienced financial professional with 22.5 years of work experience. Based in the United States, Duane specializes in retirement planning, wealth management, and strategic financial planning. As the Founder & President of The Roth Companies, Duane has been instrumental in developing deep relationships with clients, focusing on trust, kindness, integrity, and expertise. With a background in financial advisory and risk management, Duane has also worked as a financial advisor and risk management advisor at Gallagher. Duane's expertise and leadership have made a significant impact in the financial services industry.
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Emails and Phone Numbers

@yahoo.com
@therothcompanies.com
+1 618406****
+1 618257****
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About

Our goal at The Roth Companies is to develop deep relationships with our clients built upon Trust, Kindness, Integrity, and Expertise. This is the best way to serve our family of clients acting as their Chief Financial Officer (CFO).

Work Experience

7
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Duane Roth's Professional Milestones

  • Founder | President (2004-01-01~): Built a successful brand, establishing a strong brand presence in the industry.
  • Owner (2004-01-01~): Growing the company's client base and establishing a successful business model through exceptional sales and exceptional customer service.
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Education

The American College of Financial Services
The American College of Financial Services

Finance And Financial Management Services,

Comprehensive Financial Planning,

Financial Planning,

Insurance,

& Business Planning,

Advanced Financial Planning,

Tax Reduction Planning,

& Estate Planning,

Wealth Management - Advanced Financial & Estate Planning,

Financial Planning, Insurance, & Business Planning,

Advanced Financial Planning, Tax Reduction Planning, & Estate Planning

2008-01-01-2013-01-01
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