Roger Shake Location

Plano, TX, US

Roger Shake Work

  • 1997 - now  Partner @ Legacy Consulting Group
  • 1987 - 1996 Certified Financial Planner @ The Center for Personal Finance, Inc.
  • 1986 - 1987 Advanced Life Insurance Specialist @ The Competitive Edge

Roger Shake 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

Roger Shake Summary

Roger Shake, based in Plano, TX, US, is currently a Partner at Legacy Consulting Group. Roger Shake brings experience from previous roles at The Center for Personal Finance, Inc., The Competitive Edge and Mobil Oil. Roger Shake holds a 2015 - 2016 Certified Financial Transitionist (CeFT®) @ Sudden Money Institute. Roger Shake has 1 emails and 1 mobile phone numbers on RocketReach.

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