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John R
CFA®, Series 63, Series 65
New York, NY
WealthCare Financial Group, Inc.
John Rogers is a CFA® charterholder with 10 years of industry experience. He currently works at WealthCare Financial Group, Inc., where he has been since 2023, and previously held roles at Equity Services Inc and National Life Insurance Company. Outside of his advisory work, Rogers is an individual insurance agent involved in insurance product sales. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” approach with customized portfolios and offers services including retirement planning, portfolio management, and pension consulting through a six-advisor team.
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