Roy Innella

Current

• Investment Coach at The Wealth Advocate Investment Group LLC

Past

• Owner at Infinity Resource Group
• Executive Vice-President- Sales/Management at Owner Apollo Graphics Ltd

Education

• West Chester University of Pennsylvania
• Weidner University

Recommended

8 people have recommended Roy

Connections

71 connections

Industry

Investment Management

Websites

• My Website
• My Company

Roy Innella’s Summary

Educating investors is my goal. Spending time with an investment coach will be, for many, the first look at how the investment markets really work. Fear & frustration is the result of a lack of understanding on a given subject . Especially with investing this is true. The key areas of education begin with how markets work, dispelling the myths of investing that most investors believe, and share how investors can effectively measure risks vs. rewards .

Roy Innella’s Specialties:

Wealth Coach, Wealth Preservation, Retirement Wealth Analysis, Financial Planning for Growth and Protection of Wealth.

Roy Innella’s Experience

• Investment Coach

  The Wealth Advocate Investment Group LLC

  (Financial Services industry)

  December 2006 — Present (1 year 11 months)

  I run a full service financial services practice in Berwyn Pennsylvania and surrounding towns. I develop written strategies to individuals and businesses based upon their goals and needs. My clients feel that the value added approach to financial planning sets me apart from the marketplace and gives them confidence in me as well.

• Owner

  Infinity Resource Group

  (Privately Held; 1-10 employees; Marketing and Advertising industry)

  May 1996 — 2006 (10 years)

  Helping corporate clients make prudent decisions on their corporate communications projects. Personally involved with the restructuring of budgets in order to moer efficiently execute campaigns.
  
  The scope of my work entailed everything from strategic planning through implementation of marketing and advertising programs. I give my clients advise on how to approach a project based on their immediate goals and the long term goals of the client. My approach is that of an entrepreneur as opposed to a pure sales agenda.

• Executive Vice-President- Sales/Management

  Owner Apollo Graphics Ltd

  (Privately Held; 11-50 employees; Printing industry)

  August 1985 — November 1994 (9 years 4 months)

  Responsible for day to day sales management of sales force as well as manage my own book of business. Partner in ownership at 50% interest, also involved with day to day financial responsiblities regarding management of bank relationships and dailey borrowing and management of factoring account.

Roy Innella’s Education

• West Chester University of Pennsylvania

  1972 — 1975

• Weidner University

  Business, Management, 1970 — 1972

  Activities and Societies:

  Alpha Phi Omega, Business Group, Sports Car Club

Additional Information

Roy Innella’s Websites:

• My Website
• My Company

Roy Innella’s Interests:

business startups, golf, computers, woodworking, photography, website development, skiing,

Roy Innella’s Groups:

Professional Business Network, Mainline Chamber of Commerce, BNI Conshocken Chapter, Executive Board Member Living Through Cancer Foundation , Sandy Rollman Ovarian Cancer Foundation, Great Guys - Coaches vs. Cancer boardmember, St. Monica Holy Name Society, Chester Valley Golf Club membership chair, Greater Philadelphia Senior Executives Group (GPSEG).

•    Financial Advisor Network (FAN)

Roy Innella’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch