Nick Roth, CFP®
Private Wealth Manager
Nick Roth serves as a Private Wealth Manager in the Honolulu office. He brings nearly a decade of wealth management experience, helping individuals and families navigate important financial decisions through personalized wealth planning strategies. Nick is passionate about building meaningful relationships with clients and providing guidance designed to help them move forward with greater clarity and confidence.
Originally from the Pacific Northwest, Nick earned his bachelor’s degree from the University of Washington and holds the Certified Financial Planner™ (CFP®) designation, along with active Series 7, 66, and Life & Health licenses. Outside of the office, Nick enjoys exploring new restaurants and spending time outdoors, taking full advantage of the natural beauty and lifestyle that Oahu has to offer.