roya-moltaji_5196feb2a3cf4aceb2cb57a35f521086

Roya Moltaji

Financial Planner

CAP®, CASL®, CFP®, ChFC®

Biography

Roya’s desire to reduce the time and stress people spend on money and financial decisions drives her career. She has been interested in how money impacts emotions, thought, and action since she was young. It takes a unique character to attend summer business camp in high school, but this interest in how money works foreshadowed Roya’s professional trajectory. Roya graduated magna cum laude from The University of St. Thomas with a B.A. in finance and a minor in economics. She has been in the financial services industry since graduating from college and has pursued further education, resulting in several designations from The American College, the College for Financial Planning, and the CFP® Board.

When she is not working, Roya may be found at a fundraiser for a local non-profit organization, connecting with friends, playing broomball, socializing at The Woman’s Club of Minneapolis, travelling, or spending time with immediate and extended family. She loves everyday adventures with her wife and son.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Charitable Giving
  • College Funding Strategies
  • Estate Planning
  • Financial Education
  • Retirement Income Planning
  • Special Needs (ChSNC Required)
  • Business Owners
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies

Languages

  • English

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck