With a career rooted in experience, discipline, and a commitment to client success, Joseph Patrick “Joe Pat” Roop has become a trusted voice in the financial planning industry. Through his leadership at Belmont Capital Advisors Inc., Joseph Patrick “JoePat” Roop has dedicated his work to guiding clients toward sustainable retirement income and long-term financial stability.

Joseph Patrick Roop is the president and founder of Belmont Capital Advisors, Inc., a full-service financial planning firm based in Belmont, North Carolina. Since establishing the firm in 2009, Joe Pat Roop has focused on delivering comprehensive financial solutions that include retirement income planning, tax strategies, estate planning, and portfolio management.

He also oversees all aspects of the business, from client strategy to operations and marketing. He has built a strong public presence through a combination of radio shows, television appearances, and educational workshops. His weekly radio program, “Retire” meant for Living," on WBT 1110 AM has earned recognition as one of Charlotte’s top radio shows and podcasts to watch.

Earlier in his career, JoePat Roop worked at Legg Mason. There, he focused on building and managing investment portfolios for clients approaching retirement, trading a range of financial instruments including stocks, bonds, mutual funds, and options.