Julie Roth
CFP®, CIMA®, AIF
Monterey Private Wealth, Inc.
Wealth Manager
Julie Roth
CFP®, CIMA®, AIF
Monterey Private Wealth, Inc.
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Julie Roth, CFP®, CIMA®, AIF
Fee-Only financial planner located in Monterey, CA, serving clients locally and across the country
Meet Julie Roth
Julie Roth is a Monterey, CA fee-only financial planner. Monterey Private Wealth, Inc. provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Julie Roth is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Julie Roth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Julie Roth is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Julie Roth
Office Locations:
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2340 Garden Rd
Monterey, CA 93940
