Jack C. Rogers, Cfa Email & Phone Number

New York, NY, US

Peachtree City, Georgia, US

• Wealth management and investment advisory services are offered through Wealthcare Financial Group, Inc., Inc. (WFG, Inc.), a registered investment advisor.Providing the following advisory services: Financial planning.
• WFG, Inc. does not provide accounting or legal advice. Clients should seek the advice of legal counsel or an accountant regarding the tax or legal implications of an investment or trading strategy
• WFG, Inc. does not directly hold securities or have direct access to client assets. The firm has a custodial relationship for the safekeeping of client assets. WFG, Inc. and the custodian are separate and unaffiliated.

Strategic, operational, and financial leadership clearly expressed in a way that allows executives, business leaders, and entrepreneurs to make optimal decisions for themselves, their companies, and their business partners

Partner with businesses and entrepreneurs to identify their most pressing financial needs and provide boutique wealth management services including financial planning, tax planning, estate planning, portfolio management, risk management, and private client services

White Plains, New York, US

Partner with attorneys and small business owners to understand their needs and deliver comprehensive guidance regarding investments, trust and estate, tax and banking opportunities to optimize asset location and tax efficiency Collaborate with clients to design and implement asset allocation strategies and financial plans that meet their unique.

Maximize the return on financial assets by establishing financial policies, procedures, controls, and reporting systemsDirect the strategic financial planning process and collaborate with the managing attorney to oversee the organization’s financial and operational growth

New York City, US

Developed, maintained, and grew existing client relationships and led internal project teams from project planning through execution of capital raise solutions. Collaborated with cross-functional teams to identify and enact continuous improvements to the project-delivery process. Participated in formulating deliverables in the proposal development process.

Provided counsel to the President and created back-end reporting infrastructure to streamline accounting, analyze revenue and financial objectives, and implement processes and policies that increased operational efficiency and effectiveness.

Zurich, CH

Interacted with internal operations, IT, and UBS wealth advisors to resolve exceptions and ensure that equity and derivative transactions are placed correctly and reflected accurately. Guided wealth advisors through the process of construction, rebalancing, and risk management of discretionary portfolios.Enhanced clients’ experience by servicing clients.

Houston, TX, US

• Examined and assessed economic and market trends, earnings potential of clients, bank statements, and various other financial records and factors to determine suitable investment strategies. Delivered strategic advice.
• Expanded client book of business by 25% through hosting financial seminars and earning client referrals
• Over $20 million in asset under management

Shawnee Mission, KS, US

Assessed overall financial picture for clients and prospects to fully understand needs, developing comprehensive financial plans and monitoring the course of financial plans to make updates when necessary.

Newark, New Jersey, US

Prospected for clients, developed insurance and investment programs, and made sales presentations for a broad range of life insurance, annuity contracts, and financial products and services.

Master’S Degree, Financial Statement Analysis And Securities Valuation

Bachelor’S Degree, Business Administration In Finance