Author: Roger Ingwersen
For over four decades, Roger has specialized in meeting the unique financial needs of the affluent investor. Roger is a Certified Financial Planner™ practitioner, CFP®, a Certified Investment Management Analyst, CIMA®, and a Chartered Retirement Planning Counselor, CRPC®. His goal is to provide sound, unbiased advice that seeks to deliver consistent performance, with minimal risks for clients. Born and raised in Iowa, Roger holds a bachelor’s degree in business administration from the University of Iowa and a master’s in economics from Brown University. He retired from the United States Navy Reserve as a Lieutenant Commander. Roger and his wife, Deborah, live in Natick, MA, where they enjoy golf and spending time with their grandchildren.