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Overview
Description
Practice Areas: • Portfolio management • Financial planning • Advanced planning strategies • Estate planning counsel • Retirement cash flow planning • Balance sheet and cash flow consulting Experience: Roger Whitney has over 20 years experience managing assets and counseling clients on personal financial management....Read Full Bio Roger is an Instructor of Retirement and Employee Benefits Planning, in the University of Texas Arlington’s CFP Certificate Program. Previously he developed and taught Wealth Management, a six-class program offered through the Office of Extended Education at Texas Christian University. Mr. Whitney is an avid endurance athlete. He has competed in marathon, adventure, mountain bike and triathlon races including an Ironman Education: • James Madison College, Michigan State University, 1990, B.A. International Relations Professional Affiliations: • Investment Management Consultants Association (IMCA) • Financial Planning Association (FPA) • Tarrant County Bar Association (TCBA) Certifications: • Certified Financial Planner (CFP®), through the Certified Financial Planner Board of Standards. • Certified Investment Management Consultant (CIMA®), through the Wharton School on the campus of the University of Pennsylvania. • Chartered Private Wealth Advisor (CPWA®), through the Investment Management Consultants Association • Accredited Investment Fiduciary (AIF®) through the Center for Fiduciary Studies. Read LessInformation
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other namesN/A
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Other Firms
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doing business asRetirement Answer Man
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typeRIA
Location
512 MAIN ST STE 204
FT WORTH,
TX
76102-3971
Services
Advisor Services
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Financial Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
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Portfolio Management
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
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Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Fwpam | 6 years, 10 months | Jun 2013 - Present |
| Whitney, Wetzel, Kuether, LLC | 4 years, 4 months | Feb 2009 - Jun 2013 |
| LPL Financial LLC | 16 years, 8 months | Aug 2003 - Present |
Designations & Memberships
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Financial Planning AssociationMembership
The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care. -
Investment Management Consultants AssociationMembership
IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
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Accredited Investment FiduciaryDesignation
The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices. -
Certified Financial PlannerDesignation
A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc. -
Certified Investment Management AnalystDesignation
This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
Articles and Answers
Insights by Roger Whitney
*Articles are published by advisors without compensation.
Answers
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Advisor Links
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosuresNone
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as of dateMar 22, 2019
FINRA
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license statusNot registered
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disclosuresNone
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as of dateMar 22, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Assets
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Fees
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