My F&M

Nicholas E. Roth, CFP®

Financial Planner

Nicholas E. Roth, CFP®

Financial Planner
Nicholas E. Roth, Financial Planner

“I believe wealth is the ability to do, accomplish, or achieve your goals today, surrounded by the people you care about, without the concern of sacrificing future endeavors.”

Born and raised in Cincinnati, Nick found a passion for the city and its people. He grew up on the west side where he developed a strong work ethic from his father, who owns and operates his own CPA business.  Nick was brought up seeing what true client service is and that translated into finding the perfect fit at Foster & Motley where the client comes first.   

Since he was young, Nick knew he wanted to be involved in wealth management. He owned 5 shares of P&G stock at the ripe age of 13 and has been eager to learn more about the markets ever since. His desire for learning doesn’t stop there. During his time at the University of Cincinnati studying finance, he also engaged in other activities, including completing minors in Spanish and Information Systems, studying abroad 3 different times (on three different continents), and joining multiple honors programs/societies to further his education outside the classroom. Nick graduated from the Lindner College of Business magna cum laude in December 2017.

In addition to some of his career ambitions, Nick is an avid bowler and involved in coaching the sport. After bowling himself for 4 years in high school, he joined Elder’s coaching staff and began coaching the Junior Varsity team the year after he graduated. On a personal level, he regularly competes in tournaments and has placed as high as 4th in individual tournaments around Cincinnati.

In his free time, Nick enjoys relaxing with his friends, playing a round of golf, or researching his next travel opportunity. His next bucket list destination is Brazil, and his goal is to get there in the next couple of years.

Quick Facts:

  • Graduate of the University of Cincinnati magna cum laude in Finance, 2017
  • Obtained Series 65 accreditation in 2018
  • Graduate of the College of Financial Planning, 2019
  • Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, 2020