William E. Rogers is distinguished in the financial services industry
of San Diego, the State of California and areas of the Southwest.
Key areas of expertise include:
* Certified Financial Planner
* Chartered Life Underwriter
* Enrolled Agent
More
than just another financial planner, CPA and business advisor, William
understands what it takes to be the small business owner. He knows
first hand what you face day to day in your business. William enjoys
the benefits of entrepreneurship and he understands the challenges as
well.
Also an educator and keynote speaker, William brings genuine
passion and enthusiasm to his work and business relationships. As an
invited speaker at many financial and business events, seminars and
meetings, including Learning Annex seminars in Los Angeles, New York
City and Florida – William believes in sharing knowledge and
empowerment.
Education:
Bachelors degree in Business and Management
University of Redlands, Redlands, California
Current memberships include:
Financial Planning Association, San Diego Chapter
California Society of Enrolled Agents, Palomar Chapter
President, California Society of Tax Consultants, North County Chapter
Volunteer instructor, Consumer Credit Counselors, teaching financial literacy to teenagers and adults.
