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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Roach is a Certified Financial Planner™ with Delap Wealth Advisory, LLC. She has been a financial advisor since 2008. Elizabeth specializes in providing financial planning and portfolio management services to individuals, families, and small businesses. Her experience includes providing financial advice to individuals and families in various industries. Elizabeth has a strong background in investments and financial planning. She is committed to helping her clients achieve their financial goals. Elizabeth is a licensed investment advisor in Oregon and holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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09/25/2023 - Present
Delap Wealth Advisory, LLC (LAKE OSWEGO OR)
IA
Issued 09/24/2023
Series 65 - Uniform Investment Adviser Law Examination
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