Get to know Roger Gainer, CFP®


Roger Gainer, CFP®

Golden Gate Chapter Director

Roger is an Investment Adviser Representative (IAR) and a licensed insurance agent in life and health insurance. Roger holds the Chartered Financial Consultant designation from the American College. In addition, he is a certificated paralegal for estate planning. Roger started his career in financial services in 1984 as a commodity broker. It was here he learned about various degrees of risk and to understand and respect the consequences of that risk. The commodities world is fast paced and complex, and it can be quite high on the risk scale. As a result, Roger learned from this experience that managing assets and having a long-term plan can help avoid unnecessary detours in clients’ financial lives. With over 22 years in his current financial and insurance services practice, Roger helps clients gain greater control over their financial situation. He also has served as a mentor to other financial professionals. Roger’s passion for educating the community led him to the Financial Knowledge Institute to enable him to provide sound financial advice on personal financial matters on a larger scale.