Robert Roth, CLU®, ChFC®, AEP® in

Robert Roth, CLU®, ChFC®, AEP®

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Chief Executive Officer at The Roth Financial Group
📍 Virginia Beach, Virginia, United States

Bob 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. "

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Current Role
Chief Executive Officer
Location
Virginia Beach, Virginia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares about

Family Business
Runs his wealth management group as a family enterprise, working alongside both his brother and his son, highlighting a focus on legacy and continuity.
Estate Planning
Holds an Accredited Estate Planner (AEP®) designation and focuses on helping clients protect and preserve their assets over the long term.
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Career

Work history

9-1982
Chief Executive Officer
The Roth Financial Group
9-1982
Wealth Management Advisor
The Roth Financial Group
In the press

Media appearances

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Education
1978 - 1982
Bachelor of Arts (B.A.)
Hobart and William Smith Colleges
1972 - 1978
Education details unavailable
Kingswood-Oxford
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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