Bryson Roof, Cfp® Email & Phone Number

Harrisburg, Pennsylvania Area

I aim to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. I regularly coordinate with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to keep the client’s team of professionals informed and incorporate their specialized advice in legal, tax, insurance and financing to achieve a well-informed recommendation.

507 North Front Street, Harrisburg, Pa 17101

Regularly meet with clientele to determine specific goals and objectives, establish detailed risk tolerance parameters, and review progress versus established investment benchmarks. Additionally, continue to expand the firm’s professional outreach and business development efforts.

Norfolk, Virginia Area

Created financial plans; devised risk management solutions; reviewed budgets; and developed debt management programs