John G. Roeller, CFP®

CONNECT

Address:

3837 13th Avenue W, Suite 103
Seattle, WA 98119

Phone:

(206) 457-5745

Fax/Other:

(206) 466-5531

Biography

I enjoy helping my clients navigate the financial planning process. Whether it's saving for retirement, paying for college, or planning a legacy, I delight in offering simple, straightforward financial advice. 

I began my financial services career in 1991 at IDS Financial/Ameriprise, and started my own independent financial planning practice with LPL Financial in 2010.  I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association, Puget Sound Chapter and the Magnolia Chamber of Commerce. I hold a Masters in Business Administration (MBA) from the University of Minnesota's Carlson School of Management, where I was a Beta Gamma Sigma and Phi Kappa Phi honoree.

I hold FINRA Series 7 and Series 63 registrations through LPL Financial, Series 66 through Financial Advocates Investment Management and am a licensed life, health, disability and long-term care agent.

I live in Seattle with my wife Lori and daughters Emma and Lucille. I am a dedicated cross-country skier, sailor and soccer dad and member of the US Ski & Snowboard Association and the American Birkebeiner Ski Foundation.


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck