Paul Roa

Paul Roa

Financial Advisor

  • CLU®
  • ChFC®
  • RICP®
FINRA BrokerCheck
  • CA License: #0523737

1245 Jordan Creek Pkwy, Suite 200
W Des Moines, IA 50266
877-757-4668 757-291-1158 757-476-7706 Visit my website

About my practice

As you look ahead, the question of capacity is a a concern for many. Do you know what your capacity is for providing for your family, your children and grandchildren after making sure you will be OK the rest of your days? What about your capacity for giving or enjoying your financial independence? It is a joy to explore together what your life can look like in the years ahead. Let's connect.

Get in touch


Google Map