Profile
Rod Roath
ListedCPA and CFP(R) at Money Matters Inc
About
About
Rod Roath is associated with Money Matters Inc, a fee-only financial planning practice in Minnetonka, MN.
Source facts identify Rod as a CPA and CFP(R) and as a NAPFA-Registered Financial Advisor.
Rod Roath is associated with Money Matters Inc, a fee-only financial planning practice in Minnetonka, MN. The firm serves individuals and small business owners with work that connects financial planning, tax planning, investment considerations, estate planning, insurance, risk tolerance, family circumstances, and long-term financial goals.
Source facts identify Rod as a CPA and CFP(R) and as a NAPFA-Registered Financial Advisor. Money Matters is described as providing multiple financial, tax, and investment services, with specific references to tax planning strategies and tax planning advice. The profile facts also list accounting services, CPA accounting advisory, tax services, and in-person service format.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| CPA accounting advisory | In-person | ||
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Service areas
Service areas
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