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Meet Your Dedicated Financial Planning Team

You deserve a planning relationship that feels personal, organized, and dependable. Our team is here to provide clear communication, thoughtful guidance, and steady support as your life, goals, and financial decisions evolve over time.

Our Advisors

Mitchell Roth

Mitchell Roth, CFP

Certified Financial Planner

704-215-4746

mitchell.roth@aimpointwm.com

Investment Portfolio and Planning Team

Daniel Dodgen

Daniel Dodgen, CFP

Certified Financial Planner

3200 PARK CENTER DRSTE 1240COSTA MESA, CA 92626
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Edward Parker

Edward Parker, CFA®

Investment Analyst

3131 Camino Del Rio N, Suite 800San Diego, CA 92108Edward is a non-registered associate of Cetera Wealth Services, LLC.
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Kirk Snyder

Kirk Snyder, CFA®

Investment Analyst

3200 Park Center Dr Suite 1240, Costa Mesa, CA 92626CA Insurance License #0H02947
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Jeremy Martinson

Jeremy Martinson, CFP, MBA

Certified Financial Planner

3131 Camino Del Rio N, Suite 1350San Diego, CA 92108Jeremy is a non-registered associate of Cetera Wealth Services, LLC.
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