Robert Roth, CLU®, ChFC®, AEP®
Critic · DISC type CBob Roth is the CEO and a Private Wealth Advisor at The Roth Financial Group, a family-run firm affiliated with Northwestern Mutual since 1989. He specializes in wealth management and financial security for high-net-worth clients. Bob holds CLU®, ChFC®, and Accredited Estate Planner designations and is a graduate of Hobart and William Smith Colleges.
Outside of his professional work, Bob is actively involved in his local community, particularly as a coach for the West Hartford Youth Lacrosse league. He operates his business alongside his brother and son, emphasizing a strong connection to both family and his community.
In 2023, Bob was recognized by Forbes as one of the "Best-in-State Wealth Advisors. "
Read the full overview →How Robert shows up
They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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