Rosh Mangalat

CFP®, CRPC™, RICP®

picture of a planner

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 PLANNER™

Chartered Retirement Planning Counselor™

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

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