Ali Roth is an advisor with AdvicePeriod. In this role, she helps individuals use money as a tool to help achieve their financial goals while staying true to their values and what matters most. As such, she dives deep with clients in all areas of their financial lives to evaluate their current situation versus where they’d like to be and co-develops an actionable roadmap to get there, adjusting as life and goals inevitably change.
In addition to her work with clients, Ali provides financial planning and investment support and guidance to network advisors.
Prior to joining AdvicePeriod, Ali worked for two other wealth management firms in New York City that were geared towards providing comprehensive and objective financial planning advice to high-net-worth individuals and young professionals. Before entering the wealth management industry, she worked at a fixed income investment management firm in California as a Portfolio Analyst within the Core Bond strategy.
Ali graduated Magna Cum Laude from Loyola Marymount University in Los Angeles, where she received her Bachelor’s of Business Administration. She holds the CFA® and CFP® designations, and has received a Graduate certificate in Financial Life Planning from Golden Gate University.
In her free time, Ali enjoys reading, playing and watching sports, and spending time with family, friends, and her two cats.