bioRoger Tennyson CFP®

President

Roger Tennyson provides Financial Advice, holds the Certified Financial Planner (CFP®) designation and actively participates in the Orange County Estate Planning Council.

Roger’s financial planning services are comprehensive, highly personalized and available to retirees, pre-retirees and closely held business owners. Roger works with each client individually to identify their unique core values and life goals to create a financial strategy designed to support those ideals. By offering frank and honest financial advice Roger will develop a practical plan for each client to manage their wealth in retirement.

In addition to generating multiple streams of income in retirement through investments, fixed accounts and cash value insurance, Roger works with CPA’s to optimize tax strategies to minimize taxes and maximize after tax income. He works with Attorneys to help clients avoid probate, pass the client’s wealth to the next generation and to effectively manage their businesses and charitable interests.

Roger lives in Costa Mesa, CA with his wife, Heidi Wright-Tennyson, PGA Head Golf Professional at Mesa Verde Country Club. Roger and Heidi are both avid golfers, love to hike and enjoy travel. Roger has a daughter and a son.