Rlp Roger A. Shake Email

Partner @ Legacy Consulting Group

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Rlp Roger A. Shake's Location

Plano, TX, US

Rlp Roger A. Shake's Work

Partner @ Legacy Consulting Group
Certified Financial Planner @ The Center for Personal Finance, Inc.
Advanced Life Insurance Specialist @ The Competitive Edge

Accountant @ Mobil Oil

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Rlp Roger A. Shake's Education

Sudden Money Institute
Certified Financial Transitionist (CeFT®)
2015 - 2016
The Kinder Institute of Life Planning
Registered Life Planner (RLP®) (Financial Life Planning)
2004 - 2005
College for Financial Planning
Certified Financial Planner (CFP®) (Financial Planning)
1987 - 1989

The University of Dallas
MBA (Business Management)
1983 - 1985
Abilene Christian University
BBA (Finance)
1976 - 1980

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Rlp Roger A. Shake's Skills

Wealth Management
Retirement Planning
Plannning

Investment Advisory
Financial Life Planning
Transition Planning
Estate Planning
Sudden Money Planning

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Rlp Roger A. Shake's Summary

RLP Roger A. Shake, based in Plano, TX, US, is currently a Partner at Legacy Consulting Group, bringing experience from previous roles at The Center for Personal Finance, Inc., The Competitive Edge and Mobil Oil. RLP Roger A. Shake holds a 2015 - 2016 Certified Financial Transitionist (CeFT®) @ Sudden Money Institute. With a robust skill set that includes Wealth Management, Retirement Planning, Plannning, Investment Advisory, Financial Life Planning and more, RLP Roger A. Shake contributes valuable insights to the industry. RLP Roger A. Shake has 1 email on RocketReach.