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Roger Walton



Mr. Walton has 12 years experience in the financial planning field.  Roger is a graduate of Pennsylvania State University with a degree in Economics.  In 1994 he founded his own consulting company specializing in debt consulting and finance management.  Roger has written several published articles on credit and finances, also a self-published booklet on “How to Avoid Credit Problems.”   His specialties are Wealth Management and creating financial plans.

Roger holds the following licenses and professional designations:

Professional designation as a Wealth Management Specialist from Kaplan University, Life and Health License, Series 7 General Securities Representative, and Series 66 Uniformed Combined State Law.

Mr. Walton works with many professionals, pro athletes and has done workshops and seminars for companies, churches and non-profit organizations such as The Non-Profit Center of LaSalle University, Maderia Family Center, Philadelphia Neighborhood Housing Development Services and presenter at Power99 Radio Station Annual SISTAHS Convention. Mr. Walton is currently a member of the National Association of Black Accountants (NABA).

Roger is also currently the Sunday School Superintendent of Germantown Christian Assembly (GCA), Founder of Parents are VIPs, a member of the Simons Advisory Council and a Basketball Coach for the GCA Warriors.

Roger is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Broker-Check