Rosh
Mangalat
CFP®, CRPC™, RICP®
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
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
