Chuck Roth
Owner at Money Concepts | Louisville, Kentucky, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Chuck Roth is a seasoned independent financial advisor based in Louisville, Kentucky, with over three decades of experience in guiding clients toward achieving their financial aspirations. As the Owner of Money Concepts, Chuck specializes in providing tailored financial solutions that cater to the unique needs of individuals, particularly those who are retired or nearing retirement. His expertise as a Certified Senior Advisor enables him to address the multifaceted financial, social, and health challenges that seniors often encounter.
At Money Concepts, Chuck is dedicated to helping clients transition smoothly from wealth accumulation to strategic retirement planning. He understands that this phase of life requires careful consideration of various factors, including 401(k) rollovers, IRAs, and annuities. His approach is holistic, ensuring that clients not only secure their financial future but also maintain their quality of life through comprehensive insurance options, including disability insurance and long-term care planning.
Chuck is particularly passionate about empowering his clients with the knowledge and tools they need to make informed decisions. He actively engages with clients to develop personalized strategies that align with their goals, whether it’s maximizing retirement income, planning for healthcare costs, or supporting charitable giving. By offering free consultations, Chuck invites individuals to explore their insurance and investment needs, fostering a supportive environment where they can feel confident in their financial journey. With his extensive experience and commitment to client success, Chuck Roth continues to be a trusted partner for those navigating the complexities of retirement planning.
Owner at Money Concepts in October 1993 to Present
See more
See less
Small Business
Fixed Annuities
401k
IRAs
Retirement
Wealth Management
Retirement Planning
Insurance
Disability Insurance
Investment Advisory
Estate Planning
401k Rollovers
Financial Planners
Charities
IRA's
Annuities
Simple IRA
Charitable Giving
See more
See less
Discover more about Money ConceptsWhat is Chuck Roth email address?
Email Chuck Roth at [email protected]. This email is the most updated Chuck Roth email found in 2026.
What is Chuck Roth phone number?
Chuck Roth phone number is +15029059375 and +15024097330.
How to contact Chuck Roth?
To contact Chuck Roth send an email to [email protected]. If you want to call Chuck Roth try calling on +15029059375 and +15024097330.
What company does Chuck Roth work for?
Chuck Roth works for Money Concepts
What is Chuck Roth's role at Money Concepts?
Chuck Roth is Owner
What industry does Chuck Roth work in?
Chuck Roth works in the Financial Services industry.
Chuck Roth Email Addresses
Chuck Roth Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Chuck Roth
Account Manager at Industrial Controls
Corporate Paralegal at Orrick, Herrington & Sutcliffe LLP
Retired at FM GLOBAL
Chief Design & Experience Officer at PeopleSpace
Missionary / Pastor / Entrepreneur at Century Charities
Pediatric Nurse Practitioner at Oviedo Children's Health Center
Attorney at Logan Fairfax Law, A Civil Liberties Defense Firm
Professional Genealogist at Chronicling Kin
Senior Legal Counsel at X-Elio North America
Senior Manager - Finance Technology at Amtrak
Relationship Manager at Ocwen Loan Servicing
Member at American Association for Respiratory Care
Senior Consultant, Workforce and Organizational Change Acceleration at Capgemini Invent
Cashier at Blimpie International
Director, Editorial at The E.W. Scripps Company
Administrative Assistant at Siefken Contracting
Systems Administrator-Health Systems at Kaiser Permanente
Logistics Supervisor at SuperValu
Sr. Boiler Engineer at Alliant Energy
Associate Director, Special Events at Massachusetts General Hospital
Show more
Show less