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Roger A. Roemmich, CPA, PhD
Roger Roemmich, Chief Investment Officer of ROKA Wealth Strategists, Roger brings 35+ years of diverse experience to his clients. Recognized as an Elite Advisor, Roger holds a PhD in accounting, is a Certified Public Accountant and a Certified Financial Planner. He is the founder of the Certified Retirement Plan Specialist (CRPS) Program and a founding member (one of three) of the Life Insurance Advisors Association. He served as a member of the accounting faculty at The University of Georgia for ten years. During 1980-1981 Roger served as a working faculty fellow at Ernst & Whinney in Atlanta. He was Executive Vice-President of the largest trainer and consultant to the trust industry, Cannon Financial, and spent 3 years as a partner with a financial planning firm that specialized in public school system benefits. From 1994-2003 Roger managed his own financial planning firm. Roger specializes in investments, 1031 like kind real estate exchanges, sophisticated tax strategies, retirement and pension planning, Elder care and is a Long Term Care Professional. He holds FINRA series 7, 31, 63, and 65 as well as Accident & Sickness, Life and Variable insurance licenses.