(800) 689-4851
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Roger Tennyson
600 Anton Blvd, 11th Floor
COSTA MESA, CA 92626
Profession:
Financial, Insurance, Other
Workshops Offered:
Taking Control of Your Cash - Eliminating Debt
About Me:
Roger Tennyson is a practicing Financial Advisor and he has continually worked to further his professional education and business acumen. Roger holds the Certified Financial Planner (CFP®) and Chartered Advisor for Senior Living (CASL®) designations. He served as the president of the Hilton Head Area Council of Estate and Financial Advisors in 2017-2018.

Mr. Tennyson’s focus and experience is comprehensive wealth management for retirees, pre-retirees and closely-held business owners.

Our comprehensive financial planning services are highly personalized and available to business owners and individuals in or near retirement. Our team works with each client individually to identify their unique core values and life goals. We then create a financial strategy designed to support those ideals. By offering frank, honest financial advice we help each client create a practical, feasible plan based on their true financial picture. We utilize financial planning software to help clients achieve their full financial potential.

With careful planning we help maximize Wealth Transfer using investment segmentation, strategic asset utilization and life insurance to insure the proper assets are left for the next generation. Working with CPA’s, we look to optimize tax strategies to minimize taxes in the future. We encourage clients to work with an Estate Planning Attorney to use Trusts to avoid probate and, when appropriate, manage accounts inside an Irrevocable Trust or encourage the use of an Irrevocable Life Insurance Trust to pass wealth to the next generation.

Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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