Craig Roth, Social Security Planning Professional
Craig Roth
Investment Advisor Representative, Elevated Financial Management, LLC
Professional Profile
Meet Craig Roth, a trusted Investment Advisor Representative at Elevated Financial Management, LLC, based in Washington. With over 35 years of experience in the financial industry, including a decade at Smith Barney/Citigroup, Craig has the expertise and knowledge that clients rely on to navigate their retirement planning and investment strategies. As a Principal, Portfolio Manager, Chief Investment Officer, and Branch Office Manager, he has honed his skills in managing risk and helping clients achieve their ideal retirement.
Craig specializes in retirement income planning and Social Security optimization, ensuring that his clients can maximize their benefits while minimizing risks. His extensive experience equips him to tailor plans that align with each client's unique financial goals and circumstances. Whether you're seeking guidance on investments or navigating the complexities of Social Security, Craig’s comprehensive approach will provide you with peace of mind and a clear path forward.
As a holder of the NSSA® designation in Social Security planning, Craig Roth brings specialized knowledge of Social Security planning to every client relationship.
Outside of his professional life, Craig enjoys an active lifestyle filled with tennis, hiking, gardening, and supporting his favorite local teams—Go Mariners! and Go 'Hawks! He is a dedicated family man, married for nearly 40 years with two fine young men, and enjoys quiet moments as he fondly remembers his beloved dog. Trust Craig Roth to be your guide in achieving a secure and fulfilling retirement.
Contact Craig
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.