Rohi

Batra

CFP®

picture of a planner

Here to act in your best interests

About me

I enjoy helping my clients achieve peace of mind with their financial decisions while encouraging them to pursue their personal goals before and during retirement. Understanding who they are and what they want to achieve helps me facilitate the decisions around money. While out of the office, I enjoy spending time with my wife, daughter, and son. I enjoy traveling, gardening, exercising, cooking, watching sports, and relaxing on the beach.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Finance - Pennsylvania State University

Master of Business Administration, Finance - Villanova University

Visit one of our Locations

Philadelphia III - Cherry Hill NJ (North)

457 Haddonfield Road

Suite 310

Cherry Hill, NJ 08002

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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