Roth Financial Partners LLC

Eric Johnson is a CFP® professional with eight years of industry experience. He is currently with Roth Financial Partners LLC, where he has worked since 2017, and previously held roles at Raymond James Financial Services and KPMG LLP. Roth Financial Partners LLC provides discretionary investment advisory and financial planning services to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, using fundamental and technical analysis across multiple asset classes and employs independent managers and wrap programs for account management.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.