Roger Johnson, CFP®, AIF®
Roger Johnson, CFP®, AIF® has been in the business planning profession since 1977, which included being a research analyst for a Florida money management firm.
He joined Certified Financial Group, Inc. in 1999. As both a Certified Financial Planner™ professional and an Accredited Investment Fiduciary® (AIF®), Roger offers extensive financial planning services, which include retirement planning, estate planning, and investment management.
He is also an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, and a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.
Roger’s tactical approach to investment management is to take advantage of investment opportunities during bull markets while making defensive adjustments during bear markets in a concerted effort to mitigate the potential for large portfolio downturns over the long term.
In addition to being a co-host for the financial radio program On The Money on 107.3FM & 580AM WDBO radio, he has been interviewed and quoted by the Money section of the Orlando Sentinel. He has also been interviewed by both WFTV Channel 9 and WFOX Channel 35 and is an active member of the Financial Planning Association of Central Florida.
A 1975 graduate of Norwich University with a Bachelor of Science Degree in Business Administration. Roger is a Life Member of the National Eagle Scout Association.
His other professional licenses and registrations include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 7 and 63 with the Financial Industry Regulatory Authority (FINRA).