Roger Gekiere CFP® , CFS

Practice Focus

• Individual & Business Financial Planning
• Estate Planning Strategies
• Retirement Plan Selection & Evaluation
• Special Needs Planning
• Investment & Insurance Analysis

Education/Certification

• Bachelor’s degrees from Stephen F. Austin
• Certified Fund Specialist (CFS) - Institute of Business and Finance in La Jolla, CA
• Certified Financial Planner (CFP®)

As an independent financial planner, Roger has been serving clients since 1988.
He works with individuals, business owners and key executives to develop
strategies in the following areas:

• Individual and Business Financial Planning
• Estate Planning Strategies
• Retirement Plan Selection and Evaluation
• Special Needs Planning
• Investment and Insurance Analysis
• College Planning

Roger holds many professional industry designations including CFS (Chartered
Fund Specialist), CFP (Certified Financial Planner), fixed and variable
insurance and maintains his series 6,7,63 and 65 industry licenses. Roger is
currently serving on the board of Franklin County Appraisal District.

Based upon assets under management, Roger has consistently been recognized
as being in the top 15 percent of about 1,100 advisors* with Securities America
Advisors, Inc., He is a director and Financial Planner with Navigation Financial.
Roger has enjoyed a career of more than 24 years connecting with people and
helping clients plan for their financial futures. In 2012 he was recognized as
one of the Dallas/Ft. Worth Area’s “Five Star Wealth Managers” by Texas
Monthly Magazine**. This award is presented to the top three percent of
wealth managers in the Dallas/Ft. Worth area.

Roger helps clients seek financial freedom and independence by helping them
establish clear goals and financial discipline. He works with clients to prepare a
plan that takes into consideration their goals, unique needs, time frames and
risk tolerances. Roger helps to educate clients so they can make well informed
decisions and find meaningful financial solutions to their specific, personal
circumstances.

Roger resides at Lake Cypress Springs in Mt. Vernon, Texas with his wife Betsy,
and their two children, Robert and Kathleen. Roger and his wife are active
members of the First United Methodist Church in Mt. Vernon. He also likes to
spend his free time golfing, fishing, hunting and cycling.