Roger L. Handy,  CFP<sup>&reg;</sup> - Financial Advisor

Roger L. Handy, CFP®

CPA/PFS, CGMA

Partner

Roger L. Handy, PC

1064 Laskin Rd, Suite 25C
Virginia Beach, VA 23451
FINANCIAL ADVISOR'S WEBSITE
(757) 965-7501 CONNECT WITH Roger
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General

Roger Handy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Roger L. Handy, PC in Virginia Beach, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Chartered Global Management Accountant (CGMA)

Insurance Licenses

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

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Buying a Home, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Married, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes

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