Roya Moltaji - Certified Financial Planner Professional

Roya Moltaji - Certified Financial Planner Professional Our commitment is to building long-term relationships grounded in trust, integrity, and dedication.

Our process simplifies financial planning so strategies become clear and easy to implement. Our process simplifies financial planning, so strategies become clear and easy to implement. I am licensed to sell insurance in AZ, CA, CO, CT, FL, IN, KS, MI, MN, NC, NE, NH, NM, NY, OR, SD, TX, VA, WA, and WI. Roya Moltaji, domiciled in Minnesota, California Insurance Lic. . I am licensed to sell

securities in AZ, CA, CO, CT, DE, FL, ID, IL, IN, KS, ME, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, VT, WA, and WI. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory address: 100 South Fifth Street, Suite #2300, Minneapolis, MN 55402 Phone: 612-333-1413.

Mark your calendars for Sept. 23 and Oct. 6 from 6:00–7:30pm! Both sessions are presented by yours truly, and they are o...
08/26/2026

Mark your calendars for Sept. 23 and Oct. 6 from 6:00–7:30pm!

Both sessions are presented by yours truly, and they are open to the public; so, be sure to register and bring a friend or two!

Fiscally Fabulous is a free, two-part educational series designed to help LGBTQ+ individuals and families strengthen their financial foundation, build long-term security, and create meaningful impact through intentional planning, community investment, and legacy building.

Register online at https://bit.ly/3US2yVS.

A big shoutout!
HRC Minnesota
Hamline University
PFund Foundation

08/25/2026

I had an absolute blast at the NGLCC Conference in San Deigo this past week! I'm still shocked at the magnitude of the networking possibilities that presented themselves, and I simply cannot WAIT for next year!

Our team just keeps on growing!Help us welcome Megan and Caroline as the newest additions to our team here at ROYA llc.M...
08/20/2026

Our team just keeps on growing!

Help us welcome Megan and Caroline as the newest additions to our team here at ROYA llc.

Megan Brown: Marketing & Executive Support Coordinator — Expanding the firm’s visibility, deepening client engagement, and supporting the team’s effectiveness by managing marketing initiatives, special projects, and executive support responsibilities.

Caroline Van Sistine: Client Experience & Operations Coordinator — Serving as the operational backbone of the practice, ensuring exceptional client service, smooth administrative processes, and organized ex*****on of day-to-day business activities.

At ROYA llc, relationships matter. As our team grows, so does our ability to provide personalized, thoughtful guidance to every client we serve. These new faces share our commitment to putting people first and helping you feel confident about your financial future.

THIS THURSDAY, MAY 29TH at 5pm CTPlease join us and invite anyone you think might be interested! Facilitated by me (Roya...
05/27/2026

THIS THURSDAY, MAY 29TH at 5pm CT

Please join us and invite anyone you think might be interested! Facilitated by me (Roya Moltaji, Financial Planner) and Jo Lum, Money Coach.

You're invited to Tender Transitions - Click here to RSVP

Please join us and invite anyone you think might be interested! Facilitated by me (Roya Moltaji, Financial Planner) and ...
05/15/2026

Please join us and invite anyone you think might be interested! Facilitated by me (Roya Moltaji, Financial Planner) and Jo Lum, Money Coach.

https://bit.ly/4wEsVNN

Please join us and invite anyone you think might be interested! Facilitated by me (Roya Moltaji, Financial Planner) and ...
05/15/2026

Please join us and invite anyone you think might be interested! Facilitated by me (Roya Moltaji, Financial Planner) and Jo Lum, Money Coach.

https://bit.ly/4foeeYM

We're Growing!
05/12/2026

We're Growing!

We had a super fun time on Saturday at our photo fundraiser event where Jack Strub of Strub Studios gave individuals and...
05/08/2026

We had a super fun time on Saturday at our photo fundraiser event where Jack Strub of Strub Studios gave individuals and families a fun relaxed environment for updated headshots and family photos. ROYA llc and Ridgestone Financial sponsored the event and photo subjects had the opportunity to donate to Pfund. We’ve raised $1,550 so far and we want to open up the opportunity for YOU to give because ROYA llc is generously matching up to $5,000 in gifts. Let’s make an impact together!

You can donate directly at: https://bit.ly/4tqkNxp and be sure to include "ROYA llc" in the comment section so we can match your gift in our campaign.

PFund Foundation builds equity with LGBTQ+ communities across the Upper Midwest by providing grants and scholarships, developing leaders, and inspiring giving.

Join Us for a Headshot/Family Photo Fundraiser! Saturday, May 2nd | 9:00 AM-5:00 PMSpots are limited! Click here to rese...
04/22/2026

Join Us for a Headshot/Family Photo Fundraiser! Saturday, May 2nd | 9:00 AM-5:00 PM
Spots are limited! Click here to reserve your appointment: https://www.signupgenius.com/go/20F0548A9AE22ABFC1-63301023-roya #/

Whether you’re working, retired, or somewhere in between— having a fresh headshot can be surprisingly valuable. From LinkedIn profiles to volunteer bios, or even just a great photo to share with loved ones, it’s always nice to have an updated image that looks and feels like you. For all these reasons, we are hosting our first Headshot/Family Photo Fundraiser! Not only will it provide you with a fresh, digital photo, but it will also help to support Pfund!

Cost: In lieu of a fee for the photo session we are asking participants to consider making a meaningful donation towards our $10,000 fundraising goal. We will match donations up to $5,000.
On the day of the event, we’ll make giving easy by providing QR codes for online donations, as well as envelopes for cash or checks.
P.S. Can’t attend but still want to support the cause?
You can donate directly at: https://bit.ly/48hD5t6 and be sure to include "ROYA llc" in the comment section so we can match your gift in our campaign.

Address

100 South Fifth Street Suite 2300
Minneapolis, MN
55402

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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