Roger’s professional experience extends from over a decade at a major Wealth Management Firm. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients’ circle of advisors including CPAs, Attorneys, business partners, office managers and assistants.
His extensive experience includes the following areas: Investments, Tax planning, Wealth Transfer, Philanthropy, Cash flow planning, Retirement planning, Advanced Estate Planning, Education funding options, Insurance needs analysis and Real Estate buy/sell decision.
Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™.