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Roger Kalina

Founder/Managing Partner, Wealth Planner

Benchmark Financial Wealth Advisors

United States, Florida, Boca Raton

About Me

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

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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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