James Roeske, Cfp®,Cima® Email & Phone Number

As a Wealth Management Advisor with The ROK Advisory Group, we serve an impressive clientele whose complex financial lives demand the acumen and attention of seasoned advisors. Client families span generations in the Bay area, San Diego and nationwide – founders and leaders of technology companies, successful business owners, entrepreneurs, attorneys, as well as retired couples, widows, and members of the LGBT community. Given clients' diverse ambitions and time commitments, we aim to deliver a level of proactive service many clients haven't received previously. Some are experiencing liquidity events. Others are looking 20 years ahead, to sustaining a lifestyle or building a legacy. With our planning-based approach, clients can benefit from strategies that go beyond risk-managed investing. From our team's rigorous industry training comes a disciplined, planning-based approach in which clients' concerns and objectives are identified at the outset of the relationship and reassessed over time. With a sincere appreciation of what holds meaning for each client, thoughtful strategies are designed to address goals for retirement, education funding, wealth transfer, liability management and philanthropic giving. Certified Financial Planner Board of Standards Inc own the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

Listed skills include Investment Portfolo Construction, Estate And Retirement Planning Services, High Net Worth Portfolio Management, Wealth Management, and 9 others.

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  Resident Director - Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Feb 2003 - Present

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  Saint Mary'S College Of California

  Bachelor'S Degree