About
Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.
Recognized as a 2025 Phoenix AZ 5-Star Wealth Manager, Chris has demonstrated a deep commitment to his clients and their financial well-being.
Chris and his wife currently reside in Scottsdale, Arizona, and enjoy life with their two-year-old son, Carter. In his free time, he enjoys basketball, golf, and reading.
Education
- BS - Business Administration, Political Science, Bloomsburg University
Resources from Chris Roger
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation