About

Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.


Recognized as a 2025 Phoenix AZ 5-Star Wealth Manager, Chris has demonstrated a deep commitment to his clients and their financial well-being.


Chris and his wife currently reside in Scottsdale, Arizona, and enjoy life with their two-year-old son, Carter. In his free time, he enjoys basketball, golf, and reading.

Education

  • BS - Business Administration, Political Science, Bloomsburg University

Resources from Chris Roger

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Current Clients

Contact me via email or me at the top of the page.

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