Rosh
Mangalat
CFP®, CRPC™, RICP®
Here to act in your best interests
About me
I've been in the financial industry since 2000, working with clients large and small to help them achieve their dreams. I love knowing that I'm making a difference in their lives and I feel privileged to work with them every day. My time away from work is spent golfing, reading, watching football, and traveling to new places.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Chartered Retirement Planning Counselorâ„¢
Retirement Income Certified Professional®
Education
Bachelor of Arts, English with a Minor in Finance - University of Arizona
Master of Science, Financial Planning - College for Financial Planning
Visit one of our Locations
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.
