Noel Roach

Accredited Investment Fiduciary, AIF®

Partner

Facts about Noel

Q. Bucket list item?
A. Go to the Masters.

Q. Dinner invite?
A. Warren Buffett, J.K. Rowling, Jeff Bezos.

Q. Best vacation?
A. British Virgin Islands.

Q. Favorite family tradition?
A. Eat dinner at the dinner table.

Noel started his career as a Financial Advisor in 1999. He specializes in helping clients achieve desired life experiences. One of his goals is to make things as simple and understandable as possible. Noel develops clear plans to achieve his clients’ goals that remain flexible through inevitable life changes. As such, these plans are reviewed regularly to ensure they align with the current needs of his clients.

Two of my favorite guiding philosophies are, “Without preparation, growth and mastery are impossible” and “Don’t sweat the small stuff”. Balance in life is key.

Noel holds FINRA Series 6,7,63 and 66 licenses as well as insurance licenses. Noel is a member of the board of trustees at Emporia State University, where he serves on the finance committee. In his free time, he enjoys traveling, golf, and hunting.  For more about Noel, go to noelroach.com.

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