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Outside of work, I’m a sports enthusiast who played football, basketball, and baseball through high school and continued baseball at the collegiate level. I have a passion for helping others succeed and have transitioned this mindset from the ball field to the financial arena.
The Roth Companies through RDA Financial Network provides comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long term care planning and tax reduction strategies.
2015 – Present
2016 – Present
2015 – 2016
Wealth Management Advisor
2014 – Present
Bachelors of Business Administration
Life & Health Insurance License
Series 7 and 66
Koby has no disciplinary information history to disclose.