Leonard J. Roth

MBA, ChFC, CLU

Phone: 818-609-7575
Fax: 818-609-0185
E-mail:

Len has a bachelors degree from the University of Los Angeles, California and a masters in Business Administration from Michigan State University. He holds both Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) licenses. Len earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant.

His services include, Estate, Investment and Insurance planning. The goal is to maximize the accumulation of assets, minimize investment risk, and legally minimize income and estate taxes to provide greater family wealth. Charitable tax planning is one of his tools to accomplish this.

Len was raised in Los Angeles, and currently lives in Granada Hills with his wife. His four children and nine granddaughters live nearby. He is active in various UCLA alumni support groups, San Fernando Valley Bruins, as well as the San Fernando Valley.  He also participates in the Michigan State Alumni Association (Greater L.A. Chapter), and is a past president of the Big 10 Club.