Episode 2 Roger Whitney

Published: Jan. 29, 2016, 8:58 p.m.

In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP\xae,\xa0CIMA\xae, CPWA\xae, AIF\xae. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger\u2019s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. [\u2026]