Joseph Patrick Roop

Radio Host and Financial Advisor Joseph Patrick Roop

  Belmont, NC 28012, USA

Joseph Patrick Roop graduated from Marshall University in Huntington, West Virginia, with a degree in finance. A veteran financial analyst and advisor, he uses his knowledge to host Retire(meant) for Living, a weekly radio show on WBT in Charlotte, North Carolina. Joseph Patrick Roop possesses more than 25 years of experience helping people plan their retirement through his One Page Retirement Income Plan, a brief but thorough summary of the key parts of a retirement plan.

Retire(meant) for Living was named one of the 15 best radio shows in 2022 on WBT, according to FeedSpot. Joe Pat Roop has interviewed many notable figures on his show, including television host Tucker Carlson, singer Patrick Kelly, author and retired US Navy officer Jocko Willink, and NFL player Tim Tebow.

JoePat Roop serves as the president of Belmont Capital Advisors, Inc., a financial planning company that offers services that aid clients in planning their retirement.

  https://www.josephpatrickroop.com/

Work Experience

President & Founder  •  Belmont Capital Advisors Inc

January 2009 - Present

Financial Advisor  •  Wells Fargo Advisory

January 2007 - January 2009

Financial Advisor  •  Bank of America now Merrill Lynch

January 2004 - January 2007


Financial Advisor  •  LeggMason

January 2000 - January 2004


Financial Advisor  •  MassMutual Mercuries Life

January 1998 - January 2000


Registered Representative  •  Prudential plc

January 1996 - January 1998


Intern  •  Merrill Lynch

January 1992 - January 1996


Education

1991 - 1996

Marshall University

Finance