A complete list of active advisors currently associated with Rooney Wealth Management
Warmer can help you find a great advisor at Rooney Wealth Management or one who fits your needs even better.
Rooney Wealth Management is a fee-only independent advisory firm that works with individuals and high-net-worth individuals, offering investment management alongside comprehensive financial planning available as a standalone engagement or an ongoing service. The firm states there are no account minimums and provides tailored advice across typical account types including taxable and retirement accounts. The firm combines fundamental and technical analysis with modern portfolio theory and both passive and active elements, and it may incorporate socially responsible investment approaches when requested. Portfolios can include stocks, bonds, mutual funds, ETFs, cash equivalents and options, and the firm manages accounts on a non-discretionary basis—seeking client approval before executing trades—and conducts regular account and plan reviews. A notable distinction is the firm’s explicit use of derivatives in separately managed accounts, including covered-call writing and acquisition via cash‑secured puts, a practice the brochure highlights as uncommon among independent peers. As a recently formed solo practice, the adviser maintains a teaching credential and may occasionally substitute teach, and the firm documents its planning engagement scope and delivery/refund procedures to clarify expectations for clients.
To learn more about the advisors currently working at Rooney Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sacramento, CA
| 0
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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