Roger A. Shake,  CFP<sup>&reg;</sup> - Financial Advisor

Roger A. Shake, CFP®

RLP®, CeFT®

Partner

Legacy Consulting Group

5340 Legacy Dr, Ste 165
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 599-4750

General

Roger Shake is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Consulting Group in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner, Certified Financial Transitionist

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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