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.

Investment Management

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

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

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"When I first met Paul Roach many years ago, I expressed how my goal was to retire early and still live the life I was accustomed to. Thanks to Paul's wealth of knowledge in financial planning, investing, and taxes I was able to achieve this goal! Paul gives us great comfort and confidence as he continues to monitor and advise us in all of our financial needs."

— Lori and John L., Redwood City, CA

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