For Advisors

Roth Sherpa™

To become a Roth Sherpa™, an advisor must:

  • Be a Certified Roth Conversion Specialist™

  • Partner with our the AdvisorShare IMO, RIA, or TAMP platform

  • Use our OnPointe software to ensure accurate case design and smart investment alignment

This isn’t just another badge, it’s a commitment to doing what’s best for the client using real math, real planning, and real fiduciary standards

Click here to learn how to become a Roth Sherpa™

Certified Roth Conversion Specialist™

Take your advisory practice to the next level with the Certified Roth Conversion Specialist™ (CRCS™) designation. Equip yourself to deliver smarter Roth strategies, elevate retirement planning, and navigate IRMAA with confidence.

Click here to learn more about CRCS™

OnPointe Roth Conversion Software

The most accurate Roth conversion analysis tool in the industry factoring in over 40 variables like IRMAA, Social Security, RMDs, and multi-year strategy modeling for truly personalized results. OnPointe’s full retirement planning program lets you integrate Roth Conversions into a complete plan that delivers unmatched value to your clients.

Click here to learn more about OnPointe