Rod  Roath

Rod Roath

| CFP®, CPA

Money Matters, Inc.

(952) 935-0707

Contact Me

money-matters.us

Fee-Only Financial Planner Located in Minneapolis, MN Serving Twin Cities and Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Insurance Analysis
  • Planning for Business Owners
  • Hourly Planning Fee Structure
  • Middle Income Client Needs
  • Tax Planning and Preparation
  • Divorce Financial Planning
  • Same Sex Couples

Visit Us

7825 Washington Ave South
Suite 500
Minneapolis, MN 55439-2415

Rod Roath is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Rod Roath is a NAPFA-Registered Financial Advisor. Wide-ranging experience in business, individual growth and financial expertise are all essential ingredients to being a good financial planner. Rod’s expertise comes from proficiency in the CPA profession, banking and risk management. He has technical expertise in investments, taxes, managing debt, insurance and risk protection. His first-hand business experience is important to help clients with business or personal financial planning. Finally, he has gained wisdom from experiencing life’s ups and downs in order to guide others.