Professional Summary
Professional Overview
Craig Rogers is the Chief Executive Officer of Rogers Wealth Group, a leading financial services firm he has helmed since 1996. With over 25 years of industry experience, he is a respected expert in wealth management, financial planning, and investment strategy. Under his leadership, Rogers Wealth Group has established a reputation for delivering customized, client-centric solutions that help individuals and families achieve their long-term financial goals.
Experience Summary
Current Role
As Chief Executive Officer, Craig is responsible for setting the strategic vision and direction of Rogers Wealth Group. He oversees all aspects of the firm's operations, including portfolio management, client service, and business development. Under his guidance, the company has experienced consistent growth, expanding its client base and asset under management while maintaining a steadfast commitment to personalized support and innovative financial strategies.
Career Progression
Prior to assuming the CEO role, Craig held several leadership positions within the financial services industry, including Vice President of Wealth Management at a regional investment firm and Senior Financial Analyst at a national banking institution. His diverse background and breadth of experience have been instrumental in shaping the success of Rogers Wealth Group and positioning the firm as a trusted partner for its clients.
Academic Background
Craig holds a Bachelor of Science in Finance from the University of Texas at Austin, where he graduated cum laude. He is also a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA), underscoring his dedication to professional development and technical expertise in the field of wealth management.
Areas of Expertise
- Financial planning and investment strategy
- Wealth management and portfolio optimization
- Retirement planning and income generation
- Tax-efficient investment strategies
- Entrepreneurial and business advisory services
- Client relationship management and customer service
Professional Impact
Under Craig's leadership, Rogers Wealth Group has consistently been recognized as one of the top wealth management firms in the Fort Worth metropolitan area. The company has been named to the Inc. 5000 list of fastest-growing private companies in America for three consecutive years, and Craig has been honored as a Five Star Wealth Manager by Texas Monthly magazine for the past five years.
Conclusion
With his extensive industry expertise, proven track record of success, and unwavering commitment to his clients, Craig Rogers is a respected leader in the financial services sector. As Chief Executive Officer of Rogers Wealth Group, he continues to drive the firm's growth and innovation, positioning it as a trusted partner for individuals, families, and entrepreneurs seeking comprehensive wealth management solutions.
