1-888-405-4332
Roger S. Stinnett, CPA/PFS, CFP®, CIMA®
Roger S. Stinnett, CPA/PFS, CFP®, CIMA®
Managing Director of Wealth Planning

Phone: (949) 535-5358
[email protected]

Mr. Stinnett serves as Managing Director of Wealth Planning at First Foundation Advisors. In his role, he is responsible for working closely with the firm’s clients to analyze their current financial situation and develop sophisticated, comprehensive plans to address and implement their goals. His focus is on assessing each client’s portfolio to ensure risks are addressed and opportunities are realized.   

With over 30 years of experience in tax and financial planning, Mr. Stinnett most recently served as the Director of Financial Planning at Westmount Asset Management, where he was actively involved in building the planning team and developing planning tools for clients. He previously served as the Manager of Tax and Financial Planning Group at City National Bank, as well as the Senior Manager in Private Client Services at Ernst & Young.

Mr. Stinnett graduated from the University of Arizona with a degree in accounting. He is a Certified Public Accountant, Certified Financial Planner and holds the Certified Investment Management Analyst designation.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY