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Jack C. Rogers, CFA
New York, NY
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Verified Advisor

Jack C. Rogers, CFA

Financial Advisor at
Alpha UMi Financial
I leverage my experience as an entrepreneur, along with the resources of my two companies, Alpha UMi Financial and Clarity Accountants, LLC, to empower business owners and help them take more effective control of their company's balance sheet. My goal is to optimize the direct relationship between their business assets and personal finances by combining hands-on wealth and tax planning with proven management strategies.
Specialties & Expertise:
Retirement Planning
Tax Planning
Financial Planning
Retirement Plan Services
Investment Management

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6 days ago

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Jack C. Rogers, CFA

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