Investor Coach
Greater Philadelphia Area
- Current
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- Investor Coach at The Wealth Advocate Investment Group LLC
- Past
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- Owner at Infinity Resource Group
- Executive Vice-President- Sales/Management at Owner Apollo Graphics Ltd
- Education
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- West Chester University of Pennsylvania
- Weidner University
- Recommended
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6 people have recommended Roy - Connections
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83
connections
- Industry
- Investment Management
- Websites
Roy Innella’s Summary
Helping my clients find peace of mind with their investments is my goal. I work with my clients helping them answer the 20 must answer questions for finding peace of mind with their money and investments. 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
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Investor Coach
The Wealth Advocate Investment Group LLC
(Financial Services industry)
December 2005 — Present (3 years 8 months)
I help my clients as their advocate and coach find peace of mind with their money. Living a life of abundance instead of a life of scarcity is more important for most people than money itself. I work with them by assisting them to make the correct choices with their investments so that they won't have to speculate and gamble with their nest egg. Instead of creating a "Financial Plan" which is usually laced with commission based "products", I help them choose the best path to take so they don't lose sleep worrying about their investments. I use Free Markets Portfolio Theory to implement my clients' wishes and find peace of mind both personally and with their financial goals. Find out more about how I work at http://www.yourwealthadvocate.com
Roy Innella’s Education
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West Chester University of Pennsylvania
1972 — 1975
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Weidner University
Business , Management , 1970 — 1972
- Activities and Societies:
- Alpha Phi Omega, Business Group, Sports Car Club
Additional Information
Roy Innella’s Websites:
Roy Innella’s Interests:
business startups, golf, computers, woodworking, photography, website development, traveling,skiing.
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
