Established in 2006, ROKA Wealth Strategists is not an ordinary financial advisory firm. We pride ourselves on providing affluent clients like you with the best and most effective wealth management services and products in the business. That means we do much more than pick stocks. We integrate all the pieces of your financial puzzle to create a solid strategic wealth plan to meet your short- and long-term objectives in life. You’re unique. You deserve a financial company that knows and understands what you want, and what you don’t want!
As a boutique wealth management company we’re diminutive in size. We run lean and clean with all the efficiencies and one-on-one personalized service you won’t find in the larger companies. You also won’t experience the cookie cutter one-size-fits-all approach that is common elsewhere. Instead, you’ll have the benefit of seasoned financial professionals who will take the time to really listen, and who have an impressive breadth of experience across a wide array of financial disciplines.
|KARI MARCH is ROKA’s president and CEO. She has over four decades of experience in stock trading and financial planning, including membership on the Chicago Board of Trade, the Chicago Board Options Exchange and the American Stock Exchange. Kari specializes in investments and retirement planning, divorce analysis and long term care. FINRA Series 4, 7, 24, 63, 65 licenses; and she is licensed to sell a variety of insurance and annuity products. Kari spends her free time in a Pilates studio or hiking with her Yorkshire terriors, Cooper and Chevy.|
HARLEY HOUDINI MARCH, the ROKA office dog, joined the firm in November 2007 from the Second Chance Dog Rescue in Roswell, GA. Sadly, he passed in November 2015. Harley’s Story
CHEVY MARCH came to us in August 2014 at the age of 4. He was rescued at an abandoned local apartment.. Although he was chipped, the only information valid was his name and birthday, and that he had come from a pet store. He and his brother Cooper enjoy sitting in meetings, taking long hikes and hanging by their pool.
COOPER MARCH joined his brother Harley in October, 2012, and was rescued from the Atlanta Humane Shelter