Dave & Michelina Roth

Certified Behavioral Financial Advisor ™

For People & Planet, Do Well While Doing Good

Fair Planet Advisors

45 Kida Road

White Salmon, WA 98672

dave@fairplanetadvisors.com

Phone: (509) 398-8428

Toll Free: (541) 705-7918

Specialty:

Socially Responsible Investing

Professional Focus and Services:

Fair Planet Advisors represents the culmination of our combined years of professional experience and our passion for protecting the goals and dreams of clients in a sustainable manner that is good for all people and the planet.

We believe that all life is connected and are excited to help people invest in ways that work for the good of all and align with our clients’ personal values.  We are passionate about the earth, our communities, and social justice and are involved with many local boards and community projects.

We are dedicated to developing lasting relationships with our clients and we listen to their financial goals and personal values and use our expertise to develop a roadmap towards a sustainable financial future.

Our Team

David Roth, BFATM     

  • Certified Behavioral Financial Advisor TM
  • Bachelor of Science in Accounting, Metropolitan University of Denver, CO
  • FINRA Series 6, 7, 63 & 66
  • WA & OR Insurance Licenses (Life, Health, Long-Term Care, & Variable Annuity)

Michelina Roth, Director of Client Relations

  • Bachelor of Arts in Theology and French, Dominican University, River Forest, IL

 

Products and Services

  • Comprehensive Financial Planning
  • Socially Responsible Investing​
  • Retirement strategies
  • College Planning​
  • Estate conservation
  • Insurance and annuity products
  • Risk Evaluation
  • Tax management
  • Investment management​

Initial consultations are complimentary.

All fees and commissions are fully disclosed and reviewed in advance.

“For People & Planet, Do Well While Doing Good”

Professional Affiliations:

  • First Affirmative Financial Network, member
  • Green America Certified Business
  • US|SIF, member
  • Green Business Network, member
  • SRI Conference, participant

Education and Experience:

David Roth, BFATM     

  • Certified Behavioral Financial Advisor TM
  • Bachelor of Science in Accounting, Metropolitan University of Denver, CO
  • FINRA Series 6, 7, 63 & 66
  • WA & OR Insurance Licenses (Life, Health, Long-Term Care, & Variable Annuity)

Michelina Roth, Director of Client Relations

  • Bachelor of Arts in Theology and French, Dominican University, River Forest, IL

Disclaimer:

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory Services offered through Securities America Advisors, Inc., David M. Roth, Financial Planner.  Fair Planet Advisors subscribes to a package of professional services offered by First Affirmative Financial Network, LLC.

Check the background of this financial professional on FINRA’s BrokerCheck

First Affirmative Financial Network is a Registered Investment Advisor (SEC File #801-56587). Fair Planet Advisors, First Affirmative and Securities America are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.