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Alison Roth, CFA, CFP®

Focused on helping individuals understand & optimize their financial life.

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AdvicePeriod Alison Roth, CFA, CFP®
Los Angeles, CA

Serving Clients Nationwide

Focused on helping individuals understand & optimize their financial life.

(424) 542-7459

Website

Areas of Focus

  • Cash Flow
  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

If you are reading this, you are likely considering working with a new financial advisor (potentially for the first time!), so congratulations! 🎉 It can be an overwhelming process, though, navigating the financial world...

And just like shouldn't go to a foot doctor if you need help with your heart, you shouldn't start working with just any financial advisor, you should aim to work with one that is experienced in helping folks with a situation similar to yours.

📖 So here is a little about me to help you better gauge if I might be a good fit for you:

📈 I primarily work with folks in their accumulation years - often business owners or those who have/had equity compensation - to use money as a tool to help achieve their financial goals while staying true to their values and what matters most.

🌎 Our work is comprehensive; we dive deep into all areas of our clients' financial lives to evaluate their current situation versus where they’d like to be and co-develop an actionable roadmap to help get there, adjusting as life and goals inevitably change.

🤝 Folks often choose to partner with us because they either lack the time, desire, and/or expertise to effectively manage their finances themselves. They want a partner in the process.

💰 We place an emphasis on tax planning, because "Nothing is certain except death and taxes".

📚 Continuing education is key; I hold the CFA® designation and CFP® certification, and received a certificate in Financial Life Planning from Golden Gate University.

⏳ In my free time, I enjoy reading, playing and watching sports, and spending time with family, friends, and my two cats.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

Primary Location

2121 avenue of the stars

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

The primary purpose of our first meeting is really for us to learn more about your unique situation and what's on your mind. To do that, we will ask you a series of questions. Don't worry it's not some test that you need to set aside hours to study or prepare for, but you might find it helpful to glance over some of your financials beforehand. At the end of the meeting, there will be no commitment asked for, instead we can simply mutually decide if we should have a second meeting to dive into more specifics about your situation and how we might be able to help. If that sounds like something that would be helpful for you, click the 'Book Intro Call' button above to schedule a free 30-45 minute zoom meeting.

Offers Investment Management

Yes

About our Firm

At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our advisors prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow, and keep more of their wealth over time.

By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.

This is how wealth management is going to evolve.

We built our firm to achieve three simple objectives.

✅ We want you to meet your financial objectives. Our firm is grounded in robust planning. It’s what allows us to deliver advice that makes a difference now and in the long run.

✅ We want you to sleep well at night. No more worrying. Our data-driven process is designed to help ensure sure you keep more of what you’ve earned, and we offer total access and transparency whenever you want it.

✅ We want you to be happy you found us. To ensure you’re happy we’re part of your life, we’ll keep you “in the know” with unparalleled service. We can’t control the markets, but we can control the experience.

Isn’t it time you got the advice you’ve always wanted?

AdvicePeriod is another business name and brand utilized by Mariner Platform Solutions, LLC, a SEC registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.

Education

Loyola Marymount University, Bachelor’s Degree, B.B.A. in Finance; B.S. in Economics

Badges

Hobbies and Interests

  • Eating Out
  • Family
  • Reading
  • Relaxing
  • Sports
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Engineers
  • Gen X
  • Gen Y / Millennials
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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