Chris Roger
Regional Vice President, Financial Advisor
CFP®, CRPC®, AWMA®
Contact Chris
Chris’s Locations
Scottsdale, AZ 85251 (480) 805-8030
About Chris
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
Additional licenses and designations
- California Insurance License # 4118927
Awards & Recognition
View All2025
Five Star Wealth Manager (2025)
Five Star Professional
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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