Roy Satterthwaite

Principal Wealth Advisor

Areas of Expertise

Goal Alignment

Tax Strategies

Asset Allocation

Equity Compensation

Retirement Planning

Qualifications & Experience

MBA, Columbia University Graduate School of Business
Certificate of Finance Planning, University of California Berkeley
Registered FINRA Advisor

Schedule AN APPOINTMENT

Los Angeles, CA

Media

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Words to Live By

Everybody has a plan until they are punched in the face.

Mike Tyson

Client Experience Professionals

Shelby Shelby

Soliel Geronimo

Team Members

See Team Page

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About

With over 35 years of investing experience, Roy is at Farther to provide game-changing financial planning and investment advice to our clients.

Roy began his career working for his father, who was one of the nation’s first Certified Financial Planners. He then went on to build a successful career in finance, research, and technology industries – including holding several senior operating officer roles at both public and private companies.

A registered FINRA advisor, Roy earned an MBA from the Columbia University Graduate School of Business and a Certificate of Finance Planning from the University of California Berkeley.

Roy is an avid skier and a lifetime (but significantly above-par) golfer. He has been married for over 30 years and has 3 children.