William Roth

William Roth

Financial Advisor

Phone: (616) 942-7680
E-mail:
 

“By design, I maintain a selective client practice committed to always be accessible and to deliver an exceptional, hands on service model.”

William Roth joined Centennial in 2012 and focuses on providing comprehensive solutions, 401(k) and IRA rollovers and consolidation, retirement planning and distribution strategies along with wealth preservation.

Bill came to Centennial after spending over 30 years with Amway Corporation in the Finance/Treasury group and attaining the highest position of Treasurer. While having responsibilities in many financial services and risk management disciplines, as well as through his fiduciary oversight and management role for Amway's employee retirement programs, he was able to gain extensive investment-related experience managing large and diverse investment portfolios. These experiences afforded Bill unique in-depth insight into the investment services industry from all sides of the investment equation which uniquely benefits clients he is fortunate enough to work with today.

“During my time at Amway, as I was gaining my investment industry experience, the thought of doing what I’m doing today came to me and really grew on me. I realized then, and certainly feel this way today, that to have a part in truly helping individuals and families achieve their financial and life goals is very satisfying and fulfilling and is something I very much enjoy being a part of.”

With a Bachelor’s degree in accounting and finance from Grand Valley State University, Bill also holds an MBA degree in Finance from Western Michigan University. He also holds licensures for the Series 7, 65 and 63 along with a Life and Variable Annuities insurance license.

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