Steven Roeth, ChFC®, NSSA®
Steven E. Roeth started in the financial services industry as a life insurance agent for Hartford Life in 2003. As a life insurance agent, he was honored several times as a national top producer. In 2004, he began to transition from life insurance to life and annuity planning with his clients. In 2005, he opened his own business as an independent life, annuity, and health insurance broker while also expanding his business in variable contracts. With growing success, he expanded further into the development of commercial real estate and business projects throughout Phoenix, Arizona, giving him valuable financial and business planning experience. Through his broad-based work with individuals in insurance and investments, by partnering with local experts in tax and law, and by serving as a consultant to his business clients, he has become a well-known expert in Las Vegas, Nevada in the areas of investments, insurance, income planning, pensions, 401(k), IRA government entitlements, asset protection and estate planning.
Mr. Roeth is a Chartered Financial Consultant (“ChFC®” www.theamericancollege.com) which is the highest and most comprehensive financial planning designation in the financial services industry. ChFC® designees complete college-level course work in all of the fundamental financial planning areas such as: Investments & Portfolio Management, Income Taxation, Insurance & Risk Management, Retirement Planning & Cash Flow Design, Estate Planning, Business & Business Continuation Planning, Advanced Financial Planning Applications and more. Mr. Roeth is also one of only three National Social Security Advisors (“NSSA®” www.nationalsocialsecurityassociation.com) in the City of Las Vegas. As an NSSA®, Mr. Roeth is a nationally recognized expert in the field of Social Security planning and, as such, he teaches as a guest lecturer on the topic of “Maximizing Social Security.” Mr. Roeth currently serves as Director of Wealth Management at Sun City Financial, LLC (www.suncityfinancial.com) a leading financial services firm headquartered in Las Vegas, Nevada and an Investment Advisor Representative (“IAR”) of Redhawk Wealth Advisors, Inc. (redhawkwa.com) an SEC Registered Investment Advisory firm headquartered in Minneapolis, Minnesota.
Mr. Roeth served as President of the Las Vegas Founding Chapter of The Society for Financial Awareness (“SOFA” www.sofausa.org), a national non-profit providing financial education from 2015 to 2016. As President of SOFA, Mr. Roeth donated a significant portion of his time towards ending financial illiteracy in his community through educational events held onsite at various compaies, municipalities, churches, and clubs. Mr. Roeth proudly supports the Boy Scouts of America and is an Eagle Scout. He is also happily married to his eternal companion, Emily, and they enjoy spending time hiking, camping, golfing, and serving in their church with their three sons: Landon, Cason, and Braden.