Roger Ma, CFP<sup>&reg;</sup> - Financial Advisor

Roger Ma, CFP®

344 Maple Ave W, Ste 202
Vienna, VA 22180
FINANCIAL ADVISOR'S WEBSITE
(412) 334-3748 CONNECT WITH Roger
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General

Roger Ma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Vienna, VA and the surrounding communities.

Financial Advisor Experience

Roger Ma is a Certified Financial Planner™, Certified Divorce Financial Analyst®, and founder of Northern Virginia-based financial planning firm lifelaidout. He works with high-achieving professionals to make smart money decisions. In 2017, InvestmentNews recognized Roger as one of its "40 Under 40" in financial planning. As a frequent media contributor, Roger's advice has been featured in Bloomberg, Business Insider, CNBC, and The Wall Street Journal. Learn more at lifelaidout.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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