Roger Whitney Email & Phone Number
Co-Founder @ Retire Agile
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Roger Whitney Location
- Mansfield, TX, US
Roger Whitney Work
- Co-Founder @ (April 2026 - Present)
- FinServe Mentor @ (February 2024 - Present)
- Host @ Retirement Answer Man Podcast (March 2014 - Present)
- Founder @ Agile Retirement Management (August 2020 - April 2026)
- Co-Founder @ WWK Wealth Advisors (August 2003 - January 2020)
- Asst Vice President @ (November 1998 - August 2003)
Roger Whitney Education
- The Investments & Wealth Institute®
Certified Private Wealth Advisor (CPWA)
2004-2005 - The Investments & Wealth Institute®
Certified Investment Management Analyst (CIMA)
2000-2001 - Michigan State University
Bachelor of Arts (B.A.) (International Relations and Affairs)
1987-1990 - Milan High School 1981-1985
Roger Whitney Skills
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement Planning
- Investment Management
- Asset Management
- Estate Planning
- Insurance
- Financial Planning
- Employee Benefits
- Investment Advisory
- Portfolio Management
- Holistic Financial Planning
- Certified Financial Planner
- Investment Strategies
- Personal Finance
- Personal Financial Planning
- High Net Worth Individuals
- Retirement
- Financial Advisory
- Financial Analysis
- Retirement Savings
- Financial Risk
- Retirement Solutions
- College Savings Plans
- Wealth Preservation Planning
- Multi-generational Planning
- Multi-generational wealth transfer
- Growth Investing
- Alternative Investments
- Value Investing
- Private Placements
- High Net Worth
- Certified Financial
- Holistic Financial
- Wealth Preservation
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Personal Financial
- Multi Generational
- Strategic Financial
Roger Whitney Summary
- Roger Whitney, based in Mansfield, TX, US, is currently a Co-Founder at Retire Agile. Roger Whitney brings experience from previous roles at Finserv, Retirement Answer Man Podcast, Agile Retirement Management and WWK Wealth Advisors. Roger Whitney holds a 2004 - 2005 Certified Private Wealth Advisor (CPWA) @ The Investments & Wealth Institute®. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Retirement Planning, Investment Management and more. Roger Whitney has 3 emails and 4 mobile phone numbers on RocketReach.
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