Roland’s affiliation with Wealth Managing Partners, Inc. began in 2009. He has over 20 years of experience in the Financial Services industry. He has held his series 6 & 63 securities license since 1999, and is currently series 7,6,63, and 66 registered. He has also been an active Life, Annuity, and Health Insurance Licensed producer since 1998.
Roland assists clients with investment strategies, insurance planning strategies, retirement plan implementation, and distribution strategies, as well as legacy planning strategies. He assists IRA & 401k owners with rollover distribution strategies to help them reduce potential tax liability and minimize the risk of outliving their retirement income. He offers a wide range of programs including – mutual funds, variable & fixed annuities, equity index annuities, alternative investments, long term care, term and permanent life insurance.
Born and raised in Hawai’i, Roland is happily married with 7 children and 4 grandchildren. He currently resides in Arizona.