Contact Information
Detailed Information
74/100
CFP certified +25RIA / Investment Adviser +20Fiduciary +9Retirement planning +6Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Roger Whitney, CFP, CIMA, CPWA, RMA, is a financial advisor based in Fort Worth, Texas, with more than 25 years working with clients, and is widely known as the host of the Retirement Answer Man podcast. His work centers on retirement planning and helping people rock retirement, covering income, taxes, and the lifestyle side of the transition. He has taught retirement planning and wealth management at the university level and built a large educational community around his podcast, books, and courses. A fiduciary advisor, Whitney emphasizes ongoing, agile planning that adapts as life changes rather than a single static plan. His content has reached millions of listeners seeking practical retirement guidance.
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Fiduciary Status
Yes (Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner