Tanner Roe, Wealth Advisor, has quickly accelerated his career in the financial services world. A native of Naples, Florida since 2001, Tanner graduated from the University of Central Florida in 2017 with a degree in finance. He has earned his CERTIFIED FINANCIAL PLANNER® (CFP®) professional designation and follows a high standard of care as he draws on his background and skills to help build, manage, and preserve his clients' wealth. Tanner also holds the Chartered Financial Consultant® (ChFC®) certification from the American College of Financial Services.
Prior to joining Clarity Wealth in 2023, Tanner worked as Wealth Planning Consultant and Wealth Planning Analyst at BMO Private Bank where he gained valuable experience in providing clients with wealth planning strategies and helping his clients stay informed about their financial goals in an ever-changing financial market. Today, at Clarity Wealth, he helps guide clients by developing personalized wealth plans and investment strategies. He focuses on helping individuals and families with pre- and post-retirement planning, college funding, and estate planning. Tanner also develops integrated investment plans for business owners.
Tanner has a passion for automobiles and sports and avidly roots for all his favorite teams. He also enjoys spending time with friends and family.
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