Meagan Rogers, Cfa, Cfp
AeroLeads people directory · profile

Meagan Rogers, Cfa, Cfp Email & Phone Number

Director, Investment Strategy and Research at FSA Wealth Management
Location: United States 9 work roles 1 school
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director, Investment Strategy and Research
Location
United States
Company size

Who is Meagan Rogers, Cfa, Cfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Meagan Rogers, Cfa, Cfp is listed as Director, Investment Strategy and Research at FSA Wealth Management, a with 7 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Meagan Rogers, Cfa, Cfp.

Meagan Rogers, Cfa, Cfp previously worked as Director, Investment Strategy & Research at Fsa Wealth Management and Financial Planner at Fsa Wealth Management. Meagan Rogers, Cfa, Cfp holds Bachelor, Finance & Economics from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at FSA Wealth Management

This section adds company-level context without repeating Meagan Rogers, Cfa, Cfp's masked contact details.

FSA Wealth Management

Review company-level records connected to Meagan Rogers, Cfa, Cfp before choosing the right outreach path.

Profile bio

About Meagan Rogers, Cfa, Cfp

Meagan Rogers is Director of Investment Strategy & Research at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With almost 15 years of investment management experience (with a specific expertise in fixed income), Meagan joined FSA Wealth Management in 2018 as an investment advisor and financial planner. Her in-depth knowledge in investment management, as well as across financial planning disciplines, gives her unique insight into the comprehensive financial planning process, which helps her effectively and efficiently work with clients to achieve their personal goals.In addition to her finance degree from the University of Massachusetts at Amherst, Meagan earned the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification. Outside of work, Meagan enjoys spending time with her family. She is an avid reader who enjoys most genres of both fiction and non-fiction. She and her husband love to find small, independent bookstores wherever they travel. Meagan also loves to cook, volunteer, and be by the ocean. To learn more about Meagan or FSA Wealth Management, please visit https://fsawm.com/---FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/

Current workplace

Meagan Rogers, Cfa, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

FSA Wealth Management
Fsa Wealth Management
Director, Investment Strategy and Research
United States
Website
Employees
7
AeroLeads page
9 roles · 22 years

Meagan Rogers, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Financial Planner

Needham, Ma

Wealth brings challenges. Face them with confidence – and with the right team behind you.Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients.To learn more about FSA Wealth Management, please visit https://fsawm.com/

Oct 2018 - May 2022

Senior Fixed Income Analyst

Commonwealth Financial Network
Jan 2011 - Dec 2014

Credit Analyst/Trader

Acuity Capital Management, Llc
2010 - Jan 2011

Research Associate

Babson Capital Management
2005 - 2007 ~2 yrs
1 education record

Meagan Rogers, Cfa, Cfp education

FAQ

Frequently asked questions about Meagan Rogers, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Meagan Rogers, Cfa, Cfp work for?

Meagan Rogers, Cfa, Cfp works for FSA Wealth Management.

What is Meagan Rogers, Cfa, Cfp's role at FSA Wealth Management?

Meagan Rogers, Cfa, Cfp is listed as Director, Investment Strategy and Research at FSA Wealth Management.

Where is Meagan Rogers, Cfa, Cfp based?

Meagan Rogers, Cfa, Cfp is based in United States while working with FSA Wealth Management.

What companies has Meagan Rogers, Cfa, Cfp worked for?

Meagan Rogers, Cfa, Cfp has worked for Fsa Wealth Management, Commonwealth Financial Network, Acuity Capital Management, Llc, Fidelity Investments, and Babson Capital Management.

Who are Meagan Rogers, Cfa, Cfp's colleagues at FSA Wealth Management?

Meagan Rogers, Cfa, Cfp's colleagues at FSA Wealth Management include Jim Morris and Greg Gohr.

How can I contact Meagan Rogers, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Meagan Rogers, Cfa, Cfp at FSA Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Meagan Rogers, Cfa, Cfp attend?

Meagan Rogers, Cfa, Cfp holds Bachelor, Finance & Economics from Isenberg School Of Management, Umass Amherst.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.