Our Services

At Roach Investment Services we offer two primary services: customized Financial Planning and professional Investment Management.

Financial Planning

As a CFP® professional, we help our clients develop and implement their personalized Financial Plan.

Learn More

Investment Management

As an experienced Investment Advisory Firm, we help our clients strategically invest their assets and grow their wealth.

Learn More

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

Give Us A Call

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