Jack C. Rogers, Cfa Email and Phone Number
Jack C. Rogers, Cfa work email
- Valid
Jack C. Rogers, Cfa personal email
I leverage my experience as an entrepreneur, along with the resources of my two companies, Alpha UMi Financial and Clarity Accountants, LLC, to empower business owners and help them take more effective control of their company's balance sheet. My goal is to optimize the direct relationship between their business assets and personal finances by combining hands-on wealth and tax planning with proven management strategies.As a CFA Charterholder and holder of an Executive Master of Science in Financial Statement Analysis and Securities Valuation, I am equipped with the expertise to provide comprehensive financial services tailored to the unique needs of business owners.One of my key specialties is partnering with business owners to determine the value of their companies. I conduct thorough valuations as part of due diligence in buy/sell negotiations, ensuring that you have a clear and accurate understanding of your business's worth. Beyond valuations, I work with clients to strategically grow their company's enterprise value, using detailed analysis and market insights to drive informed decision-making and long-term success.Have you experienced any of these challenges?Coordinating business partner buyouts?Determining the value of your company?Establishing your "walk-away money"?Incentivizing and retaining employees and business partners?Minimizing your firm's tax liability?Setting up and/or updating your business succession plan?If you've encountered any of these challenges, let's schedule a time to chat. I help business owners and entrepreneurs solve these types of workplace and financial concerns, leveraging my experience and resources to provide tailored solutions.Feel free to reach out to discuss how we can work together to address your business and financial goals.-------------------------------------------------------------------------------------------------------------------
Truenorth Financial Solutions
View- Website:
- tnorthfinancial.com
- Employees:
- 13
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Financial PlannerTruenorth Financial SolutionsNew York, Ny, Us
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Wealth AdvisorWealthcare Financial Group, Inc.™ May 2023 - PresentPeachtree City, Georgia, UsWealth 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 services and portfolio management for individuals and/or small businesses and pension consulting services• 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 legal entities -
Co-FounderClarity Accountants, Llc Dec 2022 - PresentStrategic, 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
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President/FounderAlpha Umi Financial Oct 2021 - PresentPartner 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 -
Financial PlannerTruenorth Financial Solutions Nov 2018 - Oct 2021White Plains, New York, UsPartner 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 circumstances, risk tolerance, goals, and objectivesConduct in-depth financial analysis on client assets including business valuation, cash flow analysis, and security analysis to mitigate risks and maximize value of held assets
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Chief Financial And Operating OfficerNyc-Based Law Firm Aug 2016 - Aug 2018Maximize 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
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Vice President, Engagement ManagementVisionary Jul 2015 - May 2016New York City, UsDeveloped, 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 while leveraging technical writing expertise and experience to direct complex projects, staff, and internal initiatives to successfully manage engagements. -
Advisory ConsultantNyc-Based Law Firm Nov 2014 - Nov 2015Provided 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.
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Client Services Associate/Equity And Options Trade Support SpecialistUbs Jan 2011 - Oct 2012Zurich, ChInteracted 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 and providing operational and administrative support to financial advisors in managing, preserving, and growing the wealth of UBS corporate account holders. Effectively communicated account information to clients, financial advisors, and tax advisors, including answering inquiries related to trade executions, disbursements, cost basis information, tax harvesting strategies, and tax modeling of equity and stock option trades. -
Investment AdvisorAig Valic Jan 2009 - Jun 2010Houston, Tx, UsExamined 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 across a wide variety of financial and insurance products and services, including debt management, life insurance, cash management, equity and fixed income investments, annuities, tax-advantaged accounts, mutual funds, and ETFs.• Expanded client book of business by 25% through hosting financial seminars and earning client referrals • Over $20 million in asset under management -
Financial AdvisorWaddell & Reed Oct 2007 - Jan 2009Shawnee Mission, Ks, UsAssessed 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. -
Financial Services AssociatePrudential Financial Feb 2007 - Oct 2007Newark, New Jersey, UsProspected 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.
Jack C. Rogers, Cfa Skills
Jack C. Rogers, Cfa Education Details
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Baruch CollegeFinancial Statement Analysis And Securities Valuation -
California State University, FresnoBusiness Administration In Finance
Frequently Asked Questions about Jack C. Rogers, Cfa
What company does Jack C. Rogers, Cfa work for?
Jack C. Rogers, Cfa works for Truenorth Financial Solutions
What is Jack C. Rogers, Cfa's role at the current company?
Jack C. Rogers, Cfa's current role is Financial Planner.
What is Jack C. Rogers, Cfa's email address?
Jack C. Rogers, Cfa's email address is ja****@****nary.is
What schools did Jack C. Rogers, Cfa attend?
Jack C. Rogers, Cfa attended Baruch College, California State University, Fresno.
What are some of Jack C. Rogers, Cfa's interests?
Jack C. Rogers, Cfa has interest in Cooking, Traveling, Self Development, Baseball, Personal Investing.
What skills is Jack C. Rogers, Cfa known for?
Jack C. Rogers, Cfa has skills like Finance, Investments, Financial Analysis, Portfolio Management, Financial Services, Microsoft Excel, Equities, Microsoft Office, Management, Series 7, Wealth Management, Securities.
Who are Jack C. Rogers, Cfa's colleagues?
Jack C. Rogers, Cfa's colleagues are Brian Greenberg, Steven Colon, Lisa Scully, Edward Herger, Adam Weber, Joseph C. Langelotti, Sean Torpey.
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