Rohi
Batra
°ä¹ó±Ê®
Here to act in your best interests
About me
I enjoy helping my clients achieve peace of mind with their financial decisions while encouraging them to pursue their personal goals before and during retirement. Understanding who they are and what they want to achieve helps me facilitate the decisions around money. While out of the office, I enjoy spending time with my wife, daughter, and son. I enjoy traveling, gardening, exercising, cooking, watching sports, and relaxing on the beach.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Finance - Pennsylvania State University
Master of Business Administration, Finance - Villanova University
Visit one of our Locations
Philadelphia III - Cherry Hill NJ (North)
457 Haddonfield Road
Suite 310
Cherry Hill, NJ 08002
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
