Barret Roosa

Barret Roosa

Barret is a Financial Advisor with a banking background, giving him the ability to analyze all aspects of personal and business balance sheets. With his intimate knowledge of what his clients value most, Barret employs creativity in financial planning and portfolio construction. With Barret’s background, coupled with his style, he strives to minimize taxes, grow wealth, manage downside risk with the use of high quality, low cost, and diversified investment options. 

Barret and his wife Heather have been married 21 years, relocated to Tampa in 2017, and have three children. Lauren, 28, is a chorus & drama teacher for a Lakeland middle school. Austin and Emilie who are 17 and 15, respectively are both high school students. Not to be forgotten is their 4-legged daughter and lab mix, Shea. 

Barret attended Florida State University and enjoys boating, skiing, traveling, and working on cars. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

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