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Roger D. Correa Location
Fort Lauderdale, FL, US
Roger D. Correa Work
Managing Wealth Partner @ (May 2022 - Present)
Life Insurance Agent @ (February 2018 - Present)
Financial Advisor @ (December 2024 - Present)
Regional Vice President @ (January 2015 - January 2018)
Registered Representative @ (December 2014 - December 2014)
Partner with New York Life Insurance Company @ (June 2011 - December 2014)
Insurance Professional - Licensed agent - @ (October 2007 - June 2011)
Registered Representative @ (April 2001 - September 2007)
Certified Seminar Leader @ Empretec Brazil (January 1998 - February 1999)
Roger D. Correa Education
Pontifícia Universidade Católica de São Paulo
Bachelor (Economics)
1991-1995
anglo latino
High School
Roger D. Correa Skills
hiring agents to the industry
development of agents
foreign national markets
sucession planning
Investment Planning
Insurance Planning
Estate Planning Strategies
Retirement Planning
Risk Management
Business Succession Planning
Financial Planning
Economics
Underwriting
Entrepreneurship
Legacy Planning
Leadership
Variable Annuities
LUTCF
Roger D. Correa Summary
Roger D. Correa, based in Fort Lauderdale, FL, US, is currently a Managing Wealth Partner at Alpha Omega Wealth Partners. Roger D. Correa brings experience from previous roles at Alpha Omega Wealth Partners, Lincoln Financial Network, AXA Advisors and New York Life Insurance Company. Roger D. Correa holds a 1991 - 1995 Bachelor in Economics @ Pontifícia Universidade Católica de São Paulo. With a robust skill set that includes hiring agents to the industry, development of agents, foreign national markets, sucession planning, Investment Planning and more. Roger D. Correa has 3 emails and 6 mobile phone numbers on RocketReach.
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