Roger is the president of Key Financial Solutions in Roseland, NJ.
The Passionate Planner ™
My very strong skeptical streak causes me to question most so-called investment “experts.” Even the highest authorities can be, and have been, spectacularly wrong. I share in my blog the context and history of investing, as well as some of the “questionable” business practices of the financial services industry. This knowledge will arm you against the sales pitches and general flim-flam that make up “business as usual” on Wall Street.
I majored in Economics and Accounting at Lafayette College, Easton, PA. In the University of Rochester M.B.A. program I studied Corporate Finance with Myron Gordon and Portfolio Theory with Michael Jensen. Mike Gordon is now famous for his Growth Model of stock valuation, while Mike Jensen is known for, among other things, the development of the concept of Alpha. What these astute professors taught me profoundly influenced my approach to investing.
After earning my MBA, I worked as an Economist with the Federal Reserve Board in Washington, D.C. This sounds way more impressive than it actually was. I had absolutely nothing to do with policy, so please, don’t blame me for the high inflation of the ‘70s.
My career included positions in Corporate Finance for large international companies, working on cash management, budgeting, planning, financing alternatives, and risk management. In 2003 I established Key Financial Solutions, LLC, an independent, fee-only financial planning and investment management firm.
I receive no commissions or referral fees for recommendations. As a fee-only financial planner, my compensation comes solely from my valued clients - no third parties or hidden agenda for commissions, bonuses, or free trips.
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