Specialties
About Me
Ray Roach is a Wealth Advisor that specializes in providing comprehensive Financial Planning and Investment Advisory services.
He is a fully licensed fiduciary and registered as an Investment Advisor Representative through Eagle Strategies LLC. He is also affiliated with Reveal Wealth. During the 2020 COVID-19 pandemic he reached a moment of clarity and decided that entrepreneurship was the best path forward for him. He built a business of his own and became a Financial Advisor. His mission statement is simple: "Money isn't everything but it affects just about everything we do. It affects where we live, the car we drive, the clothes we wear, the food we eat, and the list goes on. My goal as an advisor is to create a custom roadmap for you so that you don't have to stress or worry about money ever again."
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
WMCP®, FSCP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Ray Roach is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and New York Life Company. Additionally, he is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. He is also an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. He is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Reveal Wealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Reveal Wealth is not owned or operated by New York Life Insurance Company or its affiliates.