About David J. Roskoph, President David Roskoph has been in the securities industry for over 19 years. He has a broad range of experience from individual and business financial planning to oversight of an entire brokerage firm. In addition, he has experienced securities up close and personal as an Options Specialist on the floor of the Pacific Stock Exchange. His vast experience coupled with a Certified Financial Planner™ designation and two graduate degrees in finance provide you with an advisor who stands at the top of his class.
Our Mission
At Total Asset Performance, We pledge to provide our clients with the personalized attention their unique situation demands, to work with them to achieve their goals, and to deliver exceptional investment performance. Since we aren’t associated with any particular brokerage firm, we are free to select the best possible investment instrument for the current situation. I invite you to experience the attention and performance you won’t find at the usual investment firm.
Personal Info
David was an Air Force Officer and competitive athlete prior to his work in finance and investment. Put his commitment and energy to work for you!
David also manages a Hedge Fund, Horse Head L.P.
Professional Designations
Organization
Designation
Year
Washington Insurance Commissioner
Life, Disability
1991
Life Underwriter Training Council
Business Insurance
1992
Life Underwriter Training Council
Disability Insurance
1992
Life Underwriter Training Council
Advanced Business
1993
Life Underwriter Training Council
Estate & Retirement
1993
National Association of Securities Dealers
Series 65
1994
Life Underwriter Training Council
Fellow
1995
Certified Financial Planner Board of Standards
Certified Financial Planner
1998
Education
University
Degree/Major
City University
MBA in Personal Finance
City University
MBA in Finance
Regulatory Transparency
I am, and will continue to be, completely transparent to you as a client.