Bruce Roth

Bruce Roth

CONTACT BRUCE

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Bruce Roth

Founder

Co-founded ERISAPros after recognizing the need for ERISA complaint documents and the required alignment with the annual Department of Labor financial reporting disclosures.

Bruce was previously President of Roth & Associates, Inc., a full-service employee benefits brokerage and consulting firm in Atlanta and President of Coordinated Capital Corporation, a Registered Investment Advisor.

Bruce was admitted to the Registry of Financial Planning Practitioners and is a member of Mensa. He was a Series 7 and 63 Registered Representative and licensed Insurance Counselor. He has presented continuing education lectures for attorneys, accountants, and trust officers on advanced insurance topics, and he has been published in Business Insurance magazine.

EDUCATION

  • Georgia Institute of Technology
  • The American College. Master of Science in Financial Services

PROFESSIONAL AFFILIATIONS

  • CLU (Chartered Life Underwriter),
  • ChFC (Chartered Financial Consultant),
  • RHU (Registered Health Underwriter),
  • REBC (Registered Employee Benefit Consultant).
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