Roger is the founder and Managing Director of Benchmark Financial. Roger has served as a financial professional since 1993 and has achieved the professional designations of CFP® (Certified Financial Planner™), AIF® (Accredited Investment Fiduciary), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter). CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical


Roger Kalina
Founder/Managing Partner, Wealth Planner
Benchmark Financial Wealth Advisors
United States, Florida, Boca Raton
About Me
Profile Information
Founder/Managing Partner, Wealth Planner
Benchmark Financial Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Boca Raton
Florida
United States
Oct 10, 2024
Work Experience
Benchmark Financial Wealth Advisors, LLC
Founder and Managing Director Jul 2017 - Present
Email: rkalina@bfllc.com
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