Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®
CRACKING THE CODE TO CREATING A GREAT LIFE AFTER 50 IS HIS LIFE’S WORK. ROGER HAS OVER 25 YEARS EXPERIENCE WALKING LIFE WITH CLIENTS INTO AND THROUGH RETIREMENT.
- Creator of the Agile Retirement Management™ Process
- Creator of the Retirement Standard of Care
- Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018
- Instructor, Retirement and Employee Benefits Section of the Certified Financial Planner Certificate Program, University of Texas Arlington
- Instructor, Maximizing Social Security for the Texas Society of CPAs
- Host of the award-winning The Retirement Answer Man podcast
WHAT HE CARES ABOUT MOST
Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.
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