Meagan Rogers, Cfa, Cfp

Meagan Rogers, Cfa, Cfp Email and Phone Number

Director, Investment Strategy and Research @ FSA Wealth Management
United States
Meagan Rogers, Cfa, Cfp's Location
United States, United States
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/

Meagan Rogers, Cfa, Cfp's Current Company Details
FSA Wealth Management

Fsa Wealth Management

View
Director, Investment Strategy and Research
United States
Website:
fsawm.com
Employees:
7
Meagan Rogers, Cfa, Cfp Work Experience Details
  • Fsa Wealth Management
    Director, Investment Strategy And Research
    Fsa Wealth Management
    United States
  • Fsa Wealth Management
    Director, Investment Strategy & Research
    Fsa Wealth Management May 2022 - Present
  • Fsa Wealth Management
    Financial Planner
    Fsa Wealth Management Oct 2018 - May 2022
    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/
  • Commonwealth Financial Network
    Director, Fixed Income Research
    Commonwealth Financial Network Sep 2017 - Present
  • Commonwealth Financial Network
    Manager, Fixed Income Research
    Commonwealth Financial Network Jan 2015 - Aug 2017
  • Commonwealth Financial Network
    Senior Fixed Income Analyst
    Commonwealth Financial Network Jan 2011 - Dec 2014
  • Acuity Capital Management, Llc
    Credit Analyst/Trader
    Acuity Capital Management, Llc 2010 - Jan 2011
  • Fidelity Investments
    Experienced Research Associate
    Fidelity Investments 2007 - 2010
  • Babson Capital Management
    Research Associate
    Babson Capital Management 2005 - 2007

Meagan Rogers, Cfa, Cfp Education Details

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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