About Stinnett Wealth
Planning, LLC

Manage your wealth the way you want

With retirement comes a lot of important decisions, new opportunities, and changing goals. You want a financial advisor to
help you assess your options, but you don’t want to transfer your cash or relinquish control over your investments.

An advice-only partnership provides you with the ability to continue managing your money, while still giving you access to
an experienced professional who knows your situation and can help guide you into retirement and well beyond.

About Roger Stinnett, CPA/PFS, CFP®, CIMA®

Here to serve as your trusted sounding
board and financial partner

My mission is to help pre-retirees and retirees eliminate any worry about their personal finances while continuing to manage their own investments.  

I have over 30 years of tax and financial planning experience. I graduated from the University of Arizona with a degree in accounting and am a Certified Public Accountant, Certified Financial Planner, and hold the Certified Investment Management Analyst Designation. 

Favorite Food

I love anything and everything on the grill

Favorite Hobby

I really enjoy preparing and cooking a delicious meal

Fun Fact

I am an official Ironman triathlete

What I Stand For

Conflict-Free Advice

As a fiduciary, I will always act in your best interest and won't be influenced by assets, account fees, or external parties.

Trust & Transparency

You deserve to feel comfortable when discussing your money, and I’ll always be open and honest with you.

Holistic Thinking

I want to serve as your go-to partner for all things financial, whether it directly relates to your plan or not.

Let’s Connect!

Before we start reviewing your current financial picture,
I want to get to know you with a brief and casual
introductory consultation.

Schedule Your Consultation

The Top 10 Items to Review as
You Prepare for Retirement

Transitioning out of your career involves several moving parts. This guide will help
you assess your options and prepare for this transition without overlooking any
critical financial components.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.