Timothy E. Roth, CFP®, AIF®
Tim focuses on retirement planning, estate planning, charitable giving strategies, investment management and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary.
He has been a guest speaker and instructor on financial planning, retirement, and estate planning topics for The Ohio State University Extension and Northwest State Community College. He has served as President of the Society of Financial Service Professionals, Toledo Chapter. He also serves on the Board of Lutheran Ministries of Mercy, as well as holding leadership positions at Trinity Lutheran Church in Delta, Ohio where he is also the organist. Prior to beginning his financial planning career in 1992, Tim was a District Manager for a national retail chain.
He is licensed as a registered representative of Sigma Financial Corporation in Ohio, Michigan, Indiana, Florida, Colorado, Iowa, Tennesse, Washington and Arizona. He is licensed as an investment advisor representative of Sigma Planning Corporation in Ohio, Michigan, Indiana, Florida, Arizona, Colorado, Tennessee, Illinois, Alaska, New York, Georgia, Iowa and Washington.