At Latona Wealth Partners, we value the rich history of Seattle and the neighborhood where we serve.
While we serve clients throughout Seattle, Southern California and other areas throughout the Western United States, we honor our neighborhood connections and the closeness we feel with our clients, no matter where they live.
Whether we connect via technology or face to face, we are privileged to serve long-time clients in developing financial plans designed to help them get on track for gaining financial independence.
John G. Roeller, CFP®
Principal
John G. Roeller, CFP®, is the Founder and Principal of Latona Wealth Partners. Specializing in financial planning and investment management, John draws on his deep experience to guide clients onto a path to reach their individual goals.
Sadie Gibson
Administrative Assistant
Sadie Gibson supports our clients’ account service needs from the LPL Financial Home Office in San Diego. Sadie is a seasoned professional with more than six years’ experience in the financial services industry.
Social Security: By the Numbers
Immediate vs. Deferred Annuities
