President
Current
Roach Investment Services
Jan 2005 - Present
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Paul Roach Email & Phone Number
President
at
Roach Investment Services
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Roach Investment Services
Role
President
Location
San Mateo, California, United States
Who is Paul Roach? Overview
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Quick answer
Paul Roach is listed as President at Roach Investment Services, based in San Mateo, California, United States. AeroLeads shows a matched LinkedIn profile for Paul Roach.
Paul Roach previously worked as Investment Advisor at Morgan Stanley and Investment Advisor at Merrill Lynch. Paul Roach holds Bachelor'S Of Science, Business Finance from San Jose State University.
Profile bio
About Paul Roach
At Roach Investment Services we offer customized Financial Planning and professional Investment Management services. Our custom tailored Financial Plans and Action Plans help ensure that our clients are on track to reach their investment, retirement, and financial goals. We strive to make the investment process simple by providing professional on going Investment Management so our clients have confidence knowing that their investment portfolios are being professionally managed and creating long-term wealth. My mission is to help educate my clients so they better understand the investment process and the importance of financial planning. Working with each client, I strive to provide them with the peace of mind of knowing they are on the right path to reach their goals by creating and implementing a sound Financial Plan. With the ultimate goal of helping each client realize their long term Financial Independence.With over 20 years’ experience as an Investment Adviser and a Certified Financial Planner™, I'm confident I can add value to anyone's financial situation with one complementary 60-minute consultation.
Listed skills include Certified Financial Planner, Registered Investment Advisor, Strategic Financial Planning, Retirement Planning, and 14 others.
Current workplace
Paul Roach's current company
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Roach Investment Services
3 roles
Paul Roach work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Aug 2002 - Jan 2005
Investment Advisor
Nov 1998 - Aug 2002
1 education record
Paul Roach education
FAQ
Frequently asked questions about Paul Roach
Quick answers generated from the profile data available on this page.
What company does Paul Roach work for?
Paul Roach works for Roach Investment Services.
What is Paul Roach's role at Roach Investment Services?
Paul Roach is listed as President at Roach Investment Services.
Where is Paul Roach based?
Paul Roach is based in San Mateo, California, United States while working with Roach Investment Services.
What companies has Paul Roach worked for?
Paul Roach has worked for Roach Investment Services, Morgan Stanley, and Merrill Lynch.
How can I contact Paul Roach?
You can use AeroLeads to view verified contact signals for Paul Roach at Roach Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Paul Roach attend?
Paul Roach holds Bachelor'S Of Science, Business Finance from San Jose State University.
What skills is Paul Roach known for?
Paul Roach is listed with skills including Certified Financial Planner, Registered Investment Advisor, Strategic Financial Planning, Retirement Planning, Iras, Marketing, Retirement, and Roth Ira.
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