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@myharvestgroup.com
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4 phones found area 781 and 479
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LinkedIn matched
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Roger Ingwersen, Cfp®, Cima®, Crpc® is listed as Partner Advisor at Allworth Financial, a company with 106 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a work email signal at myharvestgroup.com, phone signal with area code 781, 479, and a matched LinkedIn profile for Roger Ingwersen, Cfp®, Cima®, Crpc®.
Roger Ingwersen, Cfp®, Cima®, Crpc® previously worked as Managing Partner - Founder, Senior Wealth Management Advisor at The Harvest Group, Wealth Management, Llc and Senior Vice President - Investments at The Harvest Group Of Ubs Financial Services. Roger Ingwersen, Cfp®, Cima®, Crpc® holds Master'S Degree, Economics from Brown University.
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AeroLeads found 1 current-domain work email signal for Roger Ingwersen, Cfp®, Cima®, Crpc®. Compare company email patterns before reaching out.
For over 4 decades, Roger has specialized in meeting the unique financial needs of the affluent investor. Roger is a Certified Financial PLannerTM Practicioner, CFP®, and Certified Investment AnalystSM, CIMA®, and Chartered Retirement Planning Counselor, CRPC®. His goal is to provide sound, unbiased advise that seeks to deliver consistent performance, with minimal risks for clients. Born and raised in Iowa, Roger holds a bachelor's degree in business administration from The University of Iowa and a Master's in economics from Brown University. He retired from the United States Navy Reserve as a Lieutenant Commander.Roger and his wife Deborah, live in Natick, MA, where they enjoy golf and spending time with their grandchildren.
Listed skills include Finance, Risk Management, Wealth Management, Investment Management, and 3 others.
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A career timeline built from the work history available for this profile.
Waltham, Massachusetts, United States
With over 50-years of financial services experience, CERTIFIED FINANCIAL PLANNER™ professional, Roger Ingwersen, is a partner-advisor in Allworth’s Waltham, Massachusetts, office. The founder and long-time principal of The Harvest Group, which partnered with Allworth Financial in 2023, Roger was born into an Iowa farming family and credits the childhood.
Waltham, MA
For over four decades, Roger has specialized in meeting the unique financial needs of the affluent investor. Roger is a Certified Financial Planner™ practitioner, CFP®, a Certified Investment Management Analyst, CIMA®, and a Chartered Retirement Planning Counselor, CRPC®. His goal is to provide sound, unbiased advice that seeks to deliver consistent.
Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →
Jeanette Douglas
Colleague at Allworth Financial
Folsom, California, United States, United States
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AB
Alice Belan
Colleague at Allworth Financial
Sacramento, California, United States, United States
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MB
Mallory Burlington
Colleague at Allworth Financial
New York City Metropolitan Area, United States
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KC
Kathleen Carpenter, Cfp®
Colleague at Allworth Financial
Chico, California, United States, United States
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KW
Kelly Williams
Colleague at Allworth Financial
St Louis, Missouri, United States, United States
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TS
Taryn Shapiro, Pmp®
Colleague at Allworth Financial
Dallas, Texas, United States, United States
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BH
Breanna Hicks
Colleague at Allworth Financial
Greater Amarillo Area, United States
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CB
Charles Bram
Colleague at Allworth Financial
Tacoma, Washington, United States, United States
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CG
Chris Giordano, Aif®
Colleague at Allworth Financial
Los Gatos, California, United States, United States
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PM
Patrick Mcgrath, Mba
Colleague at Allworth Financial
San Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
Roger Ingwersen, Cfp®, Cima®, Crpc® works for Allworth Financial.
Roger Ingwersen, Cfp®, Cima®, Crpc® is listed as Partner Advisor at Allworth Financial.
AeroLeads has found 1 work email signal at @myharvestgroup.com for Roger Ingwersen, Cfp®, Cima®, Crpc® at Allworth Financial.
AeroLeads has found 4 phone signal(s) with area code 781, 479 for Roger Ingwersen, Cfp®, Cima®, Crpc® at Allworth Financial.
Roger Ingwersen, Cfp®, Cima®, Crpc® is based in Waltham, Massachusetts, United States while working with Allworth Financial.
Roger Ingwersen, Cfp®, Cima®, Crpc® has worked for Allworth Financial, The Harvest Group, Wealth Management, Llc, The Harvest Group Of Ubs Financial Services, and The Harvest Group Of Wachovia Securities.
Roger Ingwersen, Cfp®, Cima®, Crpc®'s colleagues at Allworth Financial include Jeanette Douglas, Alice Belan, Mallory Burlington, Kathleen Carpenter, Cfp®, and Kelly Williams.
You can use AeroLeads to view verified contact signals for Roger Ingwersen, Cfp®, Cima®, Crpc® at Allworth Financial, including work email, phone, and LinkedIn data when available.
Roger Ingwersen, Cfp®, Cima®, Crpc® holds Master'S Degree, Economics from Brown University.
Roger Ingwersen, Cfp®, Cima®, Crpc® is listed with skills including Finance, Risk Management, Wealth Management, Investment Management, Wealth, Management, and Series 7.
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