Karen Rottman Roth

Managing Partner @Apogee Wealth Advisors

Apogee Wealth Advisors is a full-service financial advisory firm focused on providing our clients extraordinary service in the areas of Financial Planning, Investments, Insurance and Benefits. As Managing Partner of Apogee Wealth Advisors, Karen Roth CPA, CFA knows that keeping one’s family secure is a universal need. Karen helps clients with incredible demands on their time organize their financial life. Karen is a CFA charterholder, an Investment Advisor Representative, and Life and Health Insurance Agent Specialties: Financial Planning, Investments, Retirement Planning, Estate Planning, Charitable Gifting, Business Planning, Life Insurance, Disability Income Insurance, Long-Term Care and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. Apogee Wealth Advisors LLC, 480 Bedford Rd, Suite 3201, Chappaqua, NY 10•••••17, 21••••••35. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.