“ROAD MAP TO YOUR
FINANCIAL SUCCESS”

What We Offer

At Roach Investment Services we offer customized Financial Planning and professional Investment Management services. Our custom tailored Financial Plans and Action Plans help ensure that our clients are on track to reach their investment, retirement, and financial goals. We strive to make the investment process simple by providing professional on going Investment Management so our clients have confidence knowing that their investment portfolios are being professionally managed and creating long‐term wealth.

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Our Services

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About Us

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Why Choose Us

Why Choose Us

Personal Trusted Relationship

At Roach Investment Services (RIS) we take the time to develop a personal relationship with each client that is built on respect and trust. We feel that only by really listening to our clients can we truly understand what is most important to them. Only then can we properly help our clients reach their lifetime financial and retirement goals.

Knowledge and Experience

With over 20 years of experience, RIS has been professionally managing investment portfolios and creating custom Financial Plans for clients. We have successfully created and implemented 100’s of client Financial Plans and we believe this hands‐on experience adds unique value. Our knowledge of Portfolio Management and security analysis provides a professional approach to managing investment accounts, security selection, and navigating the markets.

Clients' Interests First

As a Certified Financial Planner™ professional, RIS has committed to a higher standard of Integrity, Professionalism, Education, and a Code of Ethics which place’s our clients' interests first. And as a fee‐only Independent Investment Advisory Firm, we do not charge any sales commissions to our clients. We feel this approach puts our interests and our clients’ interests in alignment—we only earn more when our clients' investments increase in value.

President, CFP®, Roach Investment Services

Paul Roach

Working as an Investment Advisor since 1998, I have helped hundreds of clients and families create Financial Plans and professionally invest their money. I started Roach Investment Services in 2005 with a focus of creating an Investment Advisory Firm that was built on ethics, integrity, and values that always put our clients’ best interests first. And as an Independent RIA Firm we have an open platform to recommend any investments or products that will serve our clients’ needs the best. For us, nothing is quite as rewarding as seeing clients reach their financial, retirement, and life goals and knowing that we had a positive influence on their success and their lives.

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Our mission is to help each client reach their financial aspirations by providing sound Financial Planning advice and professional Investment Management Services. We believe this can only be accomplished by truly knowing each client and taking a big picture long‐term approach towards investing. We place a high priority on giving ethical, unbiased investment guidance and strive to always provide exceptional client service.

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Contact Us

Please call or email us to set up your complimentary consultation and take a big step towards your Financial Independence!

  • (650) 638-2339
  • Mon to Fri, 9am - 5pm
  • 177 Bovet Rd, Ste 600, San Mateo, CA 94402