Alice Roe is a dedicated financial professional who is deeply passionate about educating her clients and helping them pursue lasting financial well-being. With a strong focus on retirement income planning, Alice works closely with individuals and families to create strategies that allow them to retire comfortably and confidently, knowing they will not outlive their money and setting up investment accounts for long term growth potential.
Alice began her career in the financial services industry with MetLife in 1989, where she built a reputation for integrity, knowledge, and client-first service. In 2021, she continued her mission of helping clients mange their financial futures with Prudential. Over the course of her career, she has proudly served multiple generations of families—helping parents, children, and even grandchildren build and manage their wealth.
A California native, in addition to earning her Bachelor of Arts, she further advanced her expertise by earning the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services. She is also a standing member of Million Dollar Round Table (MDRT), reflecting her commitment to excellence and the highest standards in the financial services profession.
Alice finds great fulfillment in watching her clients retire comfortably and confidently. Knowing that she has worked to ensure financial stability for families across generations is one of the most rewarding aspects of her work.
Outside of the office, Alice enjoys baking, binge-watching her favorite shows on Netflix, and spending quality time with family and friends. She also loves traveling to Hawaii whenever she can and adores her dog, Nalani.
Whether guiding clients through retirement planning or helping families build long-term financial independence, Alice is committed to being a trusted partner every step of the way.
The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production.