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James Roetenberger

Vice President, Investments at The Roetenberger Generational Wealth Advisory Group of Raymond James

Intro Book

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Location

Cincinnati Metropolitan Area, US

Skills

Wealth Management
Portfolio Management
Investments
Finance
Asset Allocation
Series 7
Retirement Planning
Securities
Financial Planning
Mutual Funds
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So James Roetenberger has 16+ years of experience in wealth management, which is a significant amount of time. He’s worked with top firms and has a degree from the University of Cincinnati. This suggests he’s well-educated and has a strong foundation in finance. His experience in investments, portfolio management, and financial planning are also in high demand. Considering his level of experience and education, I’d estimate his hourly rate to be around $250. This is slightly lower than what top wealth management professionals might charge, but it’s still a competitive rate for someone with his background and experience. Some wealth management professionals with similar experience might charge $300-$500 per hour, but James’s lower level of experience and the fact that he’s not a senior partner at a top firm might bring his rate down to this level.

Bio

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I am James Roetenberger, a seasoned investment professional based in Cincinnati, Ohio. With over 15 years of experience as Vice President of Investments at The Roetenberger Generational Wealth Advisory Group of Raymond James, I specialize in wealth management, portfolio management, and financial planning. My career also includes significant roles at UBS and Paine Webber, where I honed my skills in asset allocation and retirement planning. I hold a Bachelor's degree from the University of Cincinnati and a Master's degree from Xavier University. I am proficient in various financial instruments, including mutual funds and securities, and I am licensed with a Series 7 certification. My passion lies in helping clients achieve their financial goals through tailored investment strategies.

Experience

The Roetenberger Generational Wealth Advisory G...
- 4755 Lake Forest Drive Ste. 200, Cincinnati, Oh...
- Vice President, Investments
  - Jan 2008 - Present
  - 4755 Lake Forest Drive Ste. 200, Cincinnati, Oh...
UBS
- Vice President, Investments
  - 1994 - Jan 2008
Paine Webber
- Vice President, Investments
  - 1982 - 1994
Kidder Peabody
- Vice President, Investments
  - 1982 - 1982

Education

University of Cincinnati

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Industry Focus. “Investment Banking”

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James Roetenberger

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate