Finance Beyond Investments
The Story of Rovai Wealth Management
Holistic Wealth Management
Our goal was to help families and small businesses plan for the future, build wealth, and work with them to achieve their ideal life. Anthony’s journey and studies continued through the years, In December of 1999 he passed the Series 65 – Uniform Investment Adviser Law Examination. The Investment Adviser Representative designation allows us to offer Holistic Wealth Management & Planning and access to a stable of asset managers to assist in portfolio Management.
Mortgage and Real Estate
During Client reviews it became apparent that clients needed someone they could trust and had their best interests in mind when it came to Mortgages and Real Estate. This prompted adding a California Department of Real Estate Sales Person License in September of 2002 and joining a local mortgage bank Santa Cruz Mortgage. With the Mortgage meltdown of 2008 came new regulations and the Nationwide Mortgage Licensing System, requiring a Mortgage Loan Originator Endorsement in May of 2013. Currently, Anthony's Real Estate License and NMLS endorsement are under C2 Financial Corporation, a mortgage broker in the nation with over 30 years of experience, offering access to quality loan products, meticulous compliance, and the tools needed to better the lives of our clients.
Alternative Investments
In March of 2006, Anthony passed the Series 7 – General Securities Representative Examination, expanding the types of investments, asset classes, and knowledge needed to broaden our solutions to more and more complex scenarios. We continue to learn and expand our skill set; and collaborate with our colleagues and partners to bring the solutions that help meet your specific needs.
Finance Beyond Investments
Not just our slogan at Rovai Wealth Management, but our promises to you as a Holistic Wealth Management & Planning Client.
Rovai Wealth Management
Navigating Your Financial Future with Holistic Precision
Rovai Wealth Management uses a “holistic approach” to financial planning and wealth management. Our systems, procedures, and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding- We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
We Provide:
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.
Finance Beyond Investments
Take the first step towards a transparent and cost-effective financial planning experience.
Contact us today to learn more about how Holistic Wealth Management & Planning can benefit you and to schedule a consultation with our team. Let us help you unlock your financial potential and build a solid foundation for a prosperous future.
About Me
Anthony is the Founder and President of Rovai Wealth Management. He has a passion for helping people achieve their ideal life, by listening to them he finds out what is truly important and then develops a plan to work towards achieving their goals. Anthony enjoys learning and educating clients on finances in a way that is simple and relevant to their situation. As a licensed Financial Planner for three decades, Anthony’s career mission has been to help bring clients financial clarity and peace of mind so they can live a life of less stress and more enjoyment.
Over the past thirty years, a lot has changed in Financial Planning and Wealth Management, new regulations, changing tax laws, innovative investments, and insurance products. With all these changes we have adapted and developed a Holistic Wealth Management process for those clients that want to achieve their ideal life. If you are passionate about your desire to accomplish your goals and realize that achieving those goals and your ideal life requires both money and planning, reach out to learn more.
Outside of the office, Anthony enjoys spending time with his family and friends, walking along the coast, hiking or mountain biking in the woods, and surfing. His favorite place to be is at the beach watching the waves and enjoying the company of others. Anthony can usually be found working on a project around his home when not enjoying the outdoors. He lives in Capitola, California with his wife Denise, they have two sons Blake and Phillip.
Licenses
- FINRA Series 7
- FINRA Series 6
- Series 63 Securities Agent State Law
- Series 65 Investment Adviser Representative
- California Life, Health and Annuity License
- California Real Estate License
- NMLS-Mortgage Loan Originator License
Awards
- Millionaire's Club - 2020
- Professional Club -2021
- Eagles Club - 2022
Education
- Bachelor's degree in Marketing and Economics from San Jose State University
Great service starts with a great team!
