Allan Roth
Owner, Wealth Logic
- Role
- Principal and Founder at Wealth Logic, Llc
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Allan Roth
Experienced Founder with a demonstrated history of working in the financial services…
Experience
Principal and Founder
Jan 2003 — Present
Allan S. Roth is the founder of Wealth Logic, an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from to $50 million. He is mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich.Roth is also the author of How A Second Grader Beats Wall Street. He teaches behavioral finance and investments at the University of Denver.
Education
Northwestern University - Kellogg School of Management
MBA
1980 — 1982
University of Colorado Boulder
Accounting
1975 — 1979
Skills
- Investments
- Financial Services
- Financial Planning
- Investment Management
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Small Business
- Finance
- Financial Advisory
- Wealth
- Asset Management
- Wealth Management
- Strategic Financial Planning
- Financial Planners
- Estate Planning
- Investment Advisory
- Retirement Planning
- Portfolio Management
- Insurance
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