https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8 Financial Planner Joseph Patrick Roop en-us 2022-11-04 13:47:47 UTC 2026-03-07 20:39:18 UTC hello@padlet.com josephpatrickroop https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2370122711 Joseph Patrick Roop is a financial advisor with nearly three decades of experience. In 2009, he founded and still runs Belmont Capital Advisors, Inc., a North Carolina-based provider of services such as retirement and estate planning and tax minimization advice to high-net-worth clients. Before founding Belmont Capital Advisors, Joseph Patrick Roop spent over a decade working as a financial analyst and advisor, first at MassMutual and eventually at Wells Fargo Advisors.

Besides running his company, Joe Pat Roop offers retirement planning advice on his weekly radio show, Retire(meant) for Living, which was voted one of the 15 best shows to listen to in 2022 on FeedSpot. The show is broadcast on WBT in Charlotte. He has also appeared in segments on WCNC-TV.

JoePat Roop received a degree in finance from Marshall University in Huntington, West Virginia. Outside of work, he enjoys hunting and visiting Beaufort, South Carolina, with his family.

This message is not meant to be a recommendation or solicitation. Before investing consult with your financial advisor, CPA, and attorney. "Investment advisory services are offered through Fusion Capital Management, an SEC- registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss."

]]> 2022-11-04 13:48:01 UTC https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2370122711 josephpatrickroop https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2708957207 2023-09-18 14:35:14 UTC https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2708957207 josephpatrickroop https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2782933703 2023-11-09 07:31:49 UTC https://padlet.com/josephpatrickroop/6wc3wnpfd0v6vhx8/wish/2782933703