Meagan Rogers, Cfa, Cfp Email and Phone Number
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/
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Director, Investment Strategy And ResearchFsa Wealth ManagementUnited States -
Director, Investment Strategy & ResearchFsa Wealth Management May 2022 - Present -
Financial PlannerFsa Wealth Management Oct 2018 - May 2022Needham, MaWealth 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/ -
Director, Fixed Income ResearchCommonwealth Financial Network Sep 2017 - Present -
Manager, Fixed Income ResearchCommonwealth Financial Network Jan 2015 - Aug 2017 -
Senior Fixed Income AnalystCommonwealth Financial Network Jan 2011 - Dec 2014
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Credit Analyst/TraderAcuity Capital Management, Llc 2010 - Jan 2011
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Experienced Research AssociateFidelity Investments 2007 - 2010 -
Research AssociateBabson Capital Management 2005 - 2007
Meagan Rogers, Cfa, Cfp Education Details
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Finance & Economics
Frequently Asked Questions about Meagan Rogers, Cfa, Cfp
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 the current company?
Meagan Rogers, Cfa, Cfp's current role is Director, Investment Strategy and Research.
What schools did Meagan Rogers, Cfa, Cfp attend?
Meagan Rogers, Cfa, Cfp attended Isenberg School Of Management, Umass Amherst.
Who are Meagan Rogers, Cfa, Cfp's colleagues?
Meagan Rogers, Cfa, Cfp's colleagues are Greg Gohr, Jim Morris.
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