About.
INSPIRED BY DIFFERENCE.
Gary Giles Roka Advisors, is an independent, fee-only financial planning firm dedicated to serving the needs of firms, individuals and families worldwide committed to realizing their hopes and dreams.
Gary Giles Roka Advisors, is an independent, fee-only financial planning firm dedicated to serving the needs of firms, individuals and families worldwide committed to realizing their hopes and dreams.
Gary Giles Roka, CFA, CFP® is a Certified Financial Analyst and a Certified Financial Planner which means he went through a rigorous testing process in order to prove his knowledge in the field of financial analysis and planning, and is bound by specific ethical standards. This will give you the confidence of knowing that you will be working with a competent professional who is working for you.
Over the years, Gary has built a successful practice advising firms and individual clients on how to better understand and manage their total financial picture.
Gary Giles Roka has been helping clients achieve their financial goals for over 25 years and specializes in serving firms and families at or near retirement. His disciplined approach includes the development of tailored wealth management solutions that maximize risk/reward potential by utilizing creative strategies and tactics.
Gary Giles Roka is a British-Angolan, who was born in Angola in the year 1973 before moving to the UK, with his parent and three siblings..
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Qualifications.
My Qualifications.
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Master Of Business Administration (MBA)
Registered Financial Consultant (RFC).
Chartered Institute of Stockbrokers (CIS) Licensed.
Certified Management Consultant (CMC).
Certificate in Commodity Trading from ASCE.
Certificate in Funds & Portfolio Management (Capital Market Institute of the SEC).
SEC Licensed as Capital Market Operator in the category of Investment Adviser.
Member, ACI – The Financial Markets Association UK.
Competent Adviser Status (CAS)
Certified Financial Analyst (UK).
Certified Financial Consultant (CFC)
Work Process.
Count on me for the guidance you need.
As your dedicated wealth management advisor, my role is to tailor a personalized financial strategy which fits your needs. In my experience working with clients, I have developed a step-by-step approach to service.
01. DISCOVERY PROCESS.
I take the time to fully understand you and your family or firm. I consider all of your challenges, goals, and aspirations when building your financial picture.
02. FORMING YOUR STRATEGY.
Using your organization or life goals as my compass, I create a risk-balanced strategy which maps a clear path to achieving your success.
03. IMPLEMENTING YOUR PLAN.
I apply extensive research and analysis, and also utilize Gary Giles Roka’s full suite of resources, to ensure swift decisive action in all market scenarios.
04. MEASURING YOUR SUCCESS.
I check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.
Skills.
EXPERTISE.
I believe I deliver the greatest value to my clients by managing all aspects of their financial lives using a tool called the Financial Roadmap. This tool enables me to understand not only where you are today financially, but where you want to go in the future. Thus I am able to create a customized written financial plan based on the things most important to you, so you can have the life you want to live.
THE USER MUST COME FIRST.
- Comprehensive Financial Planning.
- Commodity Trading & Funds Management.
- Trading in Shares.
- Bonds, Commercial Paper, Private Placement, Leasing and Repurchase Arrangements.
- Investment & Portfolio Planning including Personal Financial Planning and Estate Planning.
- Fraud Detection and Prevention.
- Retirement Planning.
- Cash Flow Analysis
- College Funding Advice
- Debt Reduction/Elimination Plans
- Life, Disability, and Long Term Care Needs Analysis
- Income Tax Analysis
- Portfolio Analysis
- Asset Management
- Long-term Care Insurance.
Clients.
PEOPLE WE SERVE BEST ARE PEOPLE WHO:
- Want a Long-Term Relationship with their Advisor
- Appreciate the Value of Working with a Professional
- Will Implement Recommendations Made by a Professional
- Pay Fees for Advisory Services
- Focus on Quality of Life Rather than Quantity from Life
Even though you may not exactly fit our ideal client profile, I am happy to speak with you to determine if it makes sense for us to work together.
VALVOLINE
FRONTIER MINING LTD
AMCOR PLC
BP PLC
CONSTANTIA FLEXIBLES
MPACT PLASTICS
Contact.
LET’S TALK.
London Office
404 Lewisham High Street,
Lewisham, London SE13 6LJ
Phone: +44-745-233-9027
Email: gary.roka@garygilesroka.com
Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment
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