Roger S. Stinnett,  CFP<sup>&reg;</sup> - Financial Advisor

Roger S. Stinnett, CFP®

CPA, CIMA, PFS

Managing Member

Stinnett Wealth Planning, LLC

PO Box 221
Seal Beach, CA 90740-0221
FINANCIAL ADVISOR'S WEBSITE
(213) 280-1068 CONNECT WITH Roger
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General

Roger Stinnett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stinnett Wealth Planning, LLC in Seal Beach, CA and the surrounding communities.

Financial Advisor Overview

I'm an Advice-Only planner. I charge a transparent fee for my services. My mission is to help pre-retirees and retirees eliminate any worry about their personal financial situation.

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Financial Advisor Experience

Over 30 years of experience helping individuals and families make important tax and financial planning decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Getting Divorced, Getting Married, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources