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Richard R
ChFC®, Series 66
Galena, OH
Peak Financial Partners, LLC
Richard Roell is a ChFC®-designated financial advisor with 17 years of industry experience. He has been with Peak Financial Partners, LLC since 2007. Peak Financial Partners serves individual investors, companies, and trusts by providing financial planning, wealth management, and insurance products. The firm uses client-specific asset allocations with both fundamental and technical analysis, managing portfolios primarily through diversified mutual funds, stocks, FDIC-insured certificates of deposit, and U.S. Treasuries, typically on a discretionary basis with regular reviews and rebalancing.
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