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Jordan Roach

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Background & Family Life

Jordan has been happily married to Gentry, a dedicated NICU nurse at UT Southwestern, for over 15 wonderful years. Together, they are proud parents to four amazing children who bring joy and excitement to their lives. Their oldest, Jett, has a passion for tennis, while middle children Addie and Collins are avid soccer enthusiasts. As for little Jace, he’s bound to follow in his siblings’ footsteps and become a soccer star one day. Jordan cherishes his role as a supportive husband and a loving father, finding joy in the beautiful moments they share as a family.

“Jordan Roach is a dedicated retirement planner who brings a wealth of experience and a genuine desire to make a positive impact on the lives of RPOA clients as he helps them navigate their retirement journeys. Jordan is a natural leader, and clients just adore him.”

– Ken Moraif

Business Philosophy

Jordan’s goal as a retirement planner is to make a positive impact on the lives of individuals and families as he helps them navigate their financial journey with clarity and peace of mind.

Jordan’s journey to financial planning began after graduating from West Point in 2008, where he honed his leadership skills as an Infantry Officer in the Army. However, due to medical reasons, he was medically discharged after two and a half years. Motivated by his military background and a desire to make a difference in people’s lives, Jordan chose to specialize in retirement planning for individuals of all walks of life. His aspiration to help and guide others led him to become a Retirement Planner, where he discovered the opportunity to educate and empower clients. While his initial ambition was to teach at West Point, Jordan recognized the impact he could have as a Retirement Planner, helping clients understand complex financial concepts and creating retirement plans designed to reach their unique goals.

With over 10 years in the industry, Jordan Roach’s goal is to always understand the emotional and financial significance of planning for retirement. He strives to empower his clients, helping them navigate the complexities of retirement planning while alleviating their financial concerns. Jordan believes his commitment and desire to serve, coupled with his military service leadership help him serve as a client’s partner in retirement.

Education

B.S. United States Military Academy at West Point

Chartered Retirement Planning Counselor™

Prior Business Experience

Financial Advisor, Black Knight Wealth Management

Financial Advisor, Eagle Strategies/New York Life

Consulting, Ernst & Young

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. 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