Ilya Roytman

Ilya begain his journy in 2011 as an investment advisor representative for Fisher Investments’ Private Client Group, helping individuals and families seek to achieve their long term financial goals while always putting their best interests first due to his fiduciary duty. Ilya also has experience at Morgan Stanley, specifically in their retirement planning division where he focused on devising clients’ retirement income strategies and employer-sponsored plan transitions. In addition, Ilya has represented boutique wealth management firms that go beyond traditional portfolio management by offering clients comprehensive solutions including tax planning, estate planning and asset protection strategies. This holistic approach allows him to address the full scope of a client’s financial and retirement planning needs. With over 15 years of financial services experience, Ilya is committed to delivering clarity, consistency and confidence to clients as they navigate their financial journey.

When he’s not busy helping clients, Ilya enjoys spending quality time with his family, visiting local farms, staying active both in the gym and outdoors as well as taking long walks with his golden retriever.

Ilya begain his journy in 2011 as an investment advisor representative for Fisher Investments’ Private Client Group, helping individuals and families seek to achieve their long term financial goals while always putting their best interests first due to his fiduciary duty. Ilya also has experience at Morgan Stanley, specifically in their retirement planning division where he focused on devising clients’ retirement income strategies and employer-sponsored plan transitions. In addition, Ilya has represented boutique wealth management firms that go beyond traditional portfolio management by offering clients comprehensive solutions including tax planning, estate planning and asset protection strategies. This holistic approach allows him to address the full scope of a client’s financial and retirement planning needs. With over 15 years of financial services experience, Ilya is committed to delivering clarity, consistency and confidence to clients as they navigate their financial journey.

When he’s not busy helping clients, Ilya enjoys spending quality time with his family, visiting local farms, staying active both in the gym and outdoors as well as taking long walks with his golden retriever.

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