Roger D. Walton, WMS
Roger has over 25 years of 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.
Roger 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. Roger is currently a member of the National Association of Black Accountants (NABA).
Roger is also currently a Sunday School teacher and Director of youth sports and recreation at 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.