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Two Rules | Rule #1 Do Not Lose Your Principal | Rule #2 See Rule #1

> Roger L. Stolp

 

Roger L. Stolp

Roger L. Stolp has served as CFO Senior Financial Advisor since 1991, and is presently based in Phoenix, Arizona. He has more than 40 years financial and operations management and supervisory duties in both the financial services industry and the independent retirement community industry. He has previously served as CFO’s Chief Compliance Officer, in addition to being an administrative specialist.

Roger L. Stolp has served as CFO Senior Financial Advisor since 1991, and is presently based in Phoenix, Arizona.

He has more than 40 years financial and operations management and supervisory duties in both the financial services industry and the independent retirement community industry. He has previously served as CFO’s Chief Compliance Officer, in addition to being an administrative specialist.

He presently provides liaison with and support for not only CFO’s Financial Advisors but also CFO’s primary vendors including SEI Investments, Ameritrade Institutional, John Hancock Financial Services, Allianz, American Equity, Jackson National Life and Pacific Life.

He has passed and holds the Series 7, 65 and 24 investment licenses, and life & health licenses in various states.

He is an ordained minister, and earned a Bachelor of Theology degree at Tabernacle Baptist Theological in 1980.  He earned Bachelor of Science (B.S.), Accounting in 1971 from Bob Jones University.

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