Torri Roney — Center for Financial Planning, Inc.

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Torri Roney

Connect with Torri: Email

Client Service Associate

 

Torreano (Torri) Roney Jr. is a Client Service Associate at the Center for Financial Planning, Inc. With a background as a Personal Banker at Fifth Third Bank, Torri brings experience in understanding clients needs and building genuine trust-based relationships. Torri has a deep passion for financial planning and is committed to expanding his knowledge as he continues to grow in his career. He takes great pride in relationship building and helping clients navigate their financial journey, as clients’ aspirations and goals are just as imperative as the numbers in financial planning.

Outside of work, Torri is a God-fearing man who enjoys spending time with family and friends, bowling, golfing, and learning both for personal growth and professional development.

Education:

  • Bachelor’s degree, Finance, Grand Valley State University

Licensing & Certifications:

  • Securities Industry Essentials (SIE) License

  • State of Michigan Life and Health Insurance Licenses