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Why Use This Tool?

FPA PlannerSearch Participants:

Thomas H. Roehl, CFP®

Roehl & Yi Investment Advisors, LLC

PO Box 11810

Eugene, OR 97440

Phone: (541) 683-2085

Fax: (541) 683-6357

Toll-free: (888) 683-4343

Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties

Foreign Languages

About My Practice

N/A

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 7, 63

Insurance Licenses

Life insurance, Health/disability insurance, Fixed annuities, Variable annuities

Designations & Certifications

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.