Financial planning and portfolio management for individuals (corporate executives, professionals, retirees), families, and small businesses. Specialties: Multi-goal Planning, Retirement Planning, Income Planning, Education Planning Asset Allocation, Investment Selection, Portfolio Construction Stock Options and Executive Compensation programs Ongoing Plan and Portfolio Monitoring
Gregory Rogers
President & Principal
Cannon Beach Financial Advisors
United States, Massachusetts, Brookline
About Me
Profile Information
President & Principal
Cannon Beach Financial Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Brookline
Massachusetts
United States
Aug 5, 2024
Work Experience
Cannon Beach Financial Advisors
President & Principal Oct 2009 - Present
Email: gregory@cannonbeachco.com
Keylinks
More profiles to browse
JC
Junmin Chang
Principal and CEO
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth