Dave Roche Email & Phone Number

I help build, manage, protect and transition wealth for a select group of individuals, families, and business owners. I take a comprehensive approach to the four cornerstones of wealth management: Investments, Liability Management, Risk Management (including insurances), and Estate investment planning.Before entering the financial services industry, I graduated from Marquette University with a degree in Industrial Engineering and served in the Navy as a Supply Corps Officer in Japan and here at home in the United States. Now a Financial Advisor in Scottsdale, Arizona with Goldbook Financial, I take pride in working with my clients to create, monitor and implement personalized, goals-focused investment plans.Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why I work with my clients, one on one, to design investment strategies targeted to their specific situation and risk tolerance.I most enjoy spending my free time with family and friends. My wife Cheryl and I are always planning fun activities with our children, Andrew and Lindsey. Family Movie Night is a Friday night staple at our house, and we like to explore the local biking trails together as well. Andrew and I are active in Boy Scouts, and we’re both rabid Cubs fans. (I grew up near Chicago) Lindsey loves gymnastics and serving in the Walkers Room at our church. My wife and I never pass up a chance to spend time with friends playing any card game. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.https://goldbookfinancial.com/our-team/david-roche/

Listed skills include Retirement Planning, Finance, Retirement Savings, Financial Analysis, and 6 others.