Roger Szczypien is the Director of Financial Planning for Strategic Financial Group. Roger brings to the firm over 14 years of experience in the financial planning space, specifically comprehensive planning for personal and business clientele. His distinguished background allows him to develop a unique approach to each of his clients. This includes retirement planning, risk management, investment planning, business continuation planning, wealth accumulation, estate planning and tax management strategies.
Before joining Strategic Financial Group, Roger was an Investment Advisor at Wells Fargo Clearing Services, LLC. Roger maintains Series 7, 66 and Group 1 license and is licensed to work with investors nationwide. Roger graduated from the University of Houston – Downtown and recently completed the Certified Financial Planner™ (CFP®) Certification Education program at Rice University.
Roger lives in the Clear Lake area with his wife, Natalie, and their two children, Anya and Ezra.
Investment Strategies
Business Owners
Risk Management Strategies
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
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