Roger  Ma,  CFP<sup>&reg;</sup> - Financial Advisor

Roger Ma, CFP®

909 Third Avenue, #7937
New York, NY 10150
(412) 334-3748 CONNECT WITH Roger
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Roger Ma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in New York, NY and the surrounding communities.

Financial Advisor Experience

Roger Ma is a NYC-based CERTIFIED FINANCIAL PLANNER™, founder of financial planning firm lifelaidout, and obsessed with helping people optimize their finances! He works with individuals and families across the country to help them organize, manage, and optimize their finances. He's a frequent contributor at Forbes and TheStreet and often quoted in the media for his personal finance expertise, in outlets such as US News, Forbes, Trulia, BBC, and Nasdaq.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Cross-border Planning, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances


Helpful Financial Planning Resources