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Fair Planet Advisors represents the culmination of our combined years of professional experience and our passion for protecting the goals and dreams of clients in a sustainable manner that is good for all people and the planet.
We believe that all life is connected and are excited to help people invest in ways that work for the good of all and align with our clients’ personal values. We are passionate about the earth, our communities, and social justice and are involved with many local boards and community projects.
We are dedicated to developing lasting relationships with our clients and we listen to their financial goals and personal values and use our expertise to develop a roadmap towards a sustainable financial future.
Our Team
David Roth, BFATM
Certified Behavioral Financial Advisor TMBachelor of Science in Accounting, Metropolitan University of Denver, COFINRA Series 6, 7, 63 & 66WA & OR Insurance Licenses (Life, Health, Long-Term Care, & Variable Annuity)Michelina Roth, Director of Client Relations
Bachelor of Arts in Theology and French, Dominican University, River Forest, IL
Products and Services
Comprehensive Financial Planning Socially Responsible Investing
David Roth, BFATM
Certified Behavioral Financial Advisor TMBachelor of Science in Accounting, Metropolitan University of Denver, COFINRA Series 6, 7, 63 & 66WA & OR Insurance Licenses (Life, Health, Long-Term Care, & Variable Annuity)Michelina Roth, Director of Client Relations
Bachelor of Arts in Theology and French, Dominican University, River Forest, IL
Affiliations: First Affirmative Financial Network, member Green America Certified Business US|SIF, member Green Business Network, member SRI Conference, participant
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., David M. Roth, Financial Planner. Fair Planet Advisors subscribes to a package of professional services offered by First Affirmative Financial Network, LLC.
Check the background of this financial professional on FINRA’s Broker Check
First Affirmative Financial Network is a Registered Investment Advisor (SEC File #801-56587). Fair Planet Advisors, First Affirmative and Securities America are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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