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Gregory R

CFP®, Series 63, Series 66

Brookline, MA

Cannon Beach Financial Advisors

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Retirement income strategy Social Security optimization Income planning Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive Technology Professional
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