Client Portal Login

Click on a link below to go to your Client Portal page.

Downloads and Resources

We offer a range of guides and resources to existing clients.

"Regardless of your stage in life, implementing your Financial Plan and strategically investing your assets can help ensure you reach your lifetime financial goals."

Bus Meeting Pic 1

"Based on a close and formative 10+ year partnership, I highly recommend Paul Roach and Roach Investment Services (RIS). As a busy Silicon Valley executive, it’s reassuring to know that my investments are in the very capable hands of RIS. Due to RIS’s trusted advisement, I successfully put two kids through college and am on track to achieve my financial goals for retirement."

— Kasey H., Silicon Valley Executive

Contact Us

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

  • Mon to Fri, 9am - 5pm
  • 177 Bovet Rd, Ste 600, San Mateo, CA 94402