Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Roy is a financial advisor with Root Financial Partners. Naomi is registered as a Registered Representative in California and Colorado. She is also a Certified Financial Planner. Naomi has over 5 years of experience in the financial services industry. She has a background in business and finance, and she is passionate about helping her clients achieve their financial goals. Naomi specializes in financial planning, investment management, and retirement planning. She works with individuals, families, and small businesses. Naomi is committed to providing her clients with personalized advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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CA
10/10/2024 - Present
Root Financial Partners (ENCINITAS CA)
Active
Inactive
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