Who We Are

FIDUCIARIES ACTING IN YOUR BEST INTEREST

Ultra Financial Partners is a full-service retirement and financial planning firm driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. We will continually establish ourselves as a leader in the financial services community by providing the utmost in quality of financial services and products which we cater to each client’s needs and interests, resulting in trusted long-lasting relationships for years to come.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Michael Roasa, ChFC, CLU

Founder & CEO

MRoasa@claraphi.com

Michael specializes in advanced planning for accredited investors. As a Chartered Financial Consultant and Chartered Life Underwriter, Michael has over 40 years’ experience in the life and disability insurance industries as well...
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Logan Varela, CSLP

President

lvarela@claraphi.com

Serves as an investment representative. Logan entered the financial services business in 2012, and like ULTRA Financial’s other founders, a bird’s eye view, of how and why certain investments and financial products are...

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Hugo Meraz, CFP®, CRPS®

Director of Financial Planning

HMeraz@claraphi.com

Hugo serves as a wealth manager and financial planner. He focuses on various areas including retirement planning, investing, tax-advantaged strategies, wealth transfer and risk management. He is a firm believer that protecting his...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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