Roger Sanford Stinnett
Investment adviser representative at First Foundation Advisors
10 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- First Foundation AdvisorsMar 2025 to now
- Stinnett Wealth Planning, LLCMar 2024 to now
- First Foundation AdvisorsSep 2018 to Mar 2024
- Westmount Asset Management, LLCMay 2016 to Sep 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
First Foundation Advisors
$5.1BAssets managed
1,316Clients
29Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4564202
- Firm CRD
- 106075