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Edward D
CFP®, Series 66
Chula Vista, CA
Roth Builder Investments
Edward Devine III is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Roth Builder Investments, where he has worked since 2020. Prior to that, he held positions at Epstein & White LLC, Zeiders, and Creative Planning. Devine is also the Founder and CEO of Rothbuilder Holdings Inc., a role that occupies roughly half of his time. Roth Builder Investments is a state-registered advisory firm that provides an automated, discretionary online investment service for individual and high-net-worth clients. The firm integrates fundamental and technical analysis with Modern Portfolio Theory and uses passive index funds or ETFs to pursue long-term, risk-adjusted, after-tax returns.
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