Manny Roa
Associate Advisor
About Manny
I am dedicated to helping clients navigate their financial journeys, whether they’re working toward long-term retirement goals or addressing short-term financial challenges. I set myself apart by my commitment to building lasting relationships with my clients. I understand that trust is the cornerstone of effective financial planning and strive to create a transparent, supportive environment where clients feel confident in their financial decisions.
Over the past six years in the financial industry, I’ve built a relationship as a trusted advisor, specializing in investments, retirement planning, and tax strategies. My expertise and client-centric approach help empower individuals to make informed decisions and reach their financial goals. I am excited to pursue my CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification soon, which will deepen my expertise and offer even more value to my clients. So far, I’ve successfully passed both the Series 7 and Series 66 exams, further enhancing my ability to provide comprehensive advice, and I hold a degree in Economics with a concentration in Finance from Seattle Pacific University.
Outside of work, I am an avid Seattle sports fan, regularly attending Mariners and Seahawks games. When I’m not cheering for my favorite teams, I enjoy spending time with friends and family.