Rod CPA Roath Cfp

Rod CPA Roath CFP is a small, family-owned financial planning firm located in Bloomington, MN. With a focus on small business owners, professional practitioners, and retirement planning for individuals, they offer comprehensive advice for all elements of financial life. Led by Rod, a Certified Public Accountant, Certified Financial Planner, and NAPFA-Registered Financial Advisor, the firm operates on a fee-only business model, ensuring that clients' interests always come first. With a commitment to building long-term relationships based on trust, Rod CPA Roath CFP provides personalized financial solutions tailored to each client's unique needs and goals.

Founded in 1998, Money Matters is driven by a passion for helping clients achieve financial success. With a client base consisting of smart, successful individuals, the firm prides itself on organizing clients' finances for long-term success. With a low client turnover rate and a high percentage of referrals, Money Matters has built a reputation for providing exceptional financial, tax, and investment services. As a family-owned and managed firm, Rod and his family members bring a wealth of expertise and experience to the table, ensuring that clients receive comprehensive and reliable financial advice.

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