About Judi Roth


Judi Roth is the founder of Roth Financial Planning. She has an MBA from The Wharton School . After taking a career break to raise her three children, she completed the Certified Financial Planning (CFP) program at Boston University and passed the CFP and Series 65 exams. She is a 'Candidate for CFP'.

Judi is very excited to work with you on your financial concerns and questions.

In her spare time, she loves to do volunteer work, exercise, travel and spend time with her family. She lives in a suburb of Boston, Massachusetts.


Please contact us to discuss your needs!


617-792-3728

judi@rothfp.com