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

Roger Ma, CFP®

344 Maple Ave W, Ste 202
Vienna, VA 22180
FINANCIAL ADVISOR'S WEBSITE
(412) 334-3748 CONNECT WITH Roger
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General

Roger Ma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Vienna, VA and the surrounding communities.

Financial Advisor Experience

Roger is a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, and former Googler and investment banker. He works with high-achieving professionals — primarily in their 40s and early 50s — who are seeking clarity, control, and confidence as they approach early retirement or financial independence. Most of his clients are balancing demanding careers, family responsibilities, and complex financial decisions. Roger helps them: manage equity compensation and concentrated stock positions; minimize lifetime taxes through proactive strategies (Roth conversions, capital gains harvesting, etc.); plan for early retirement, healthcare before Medicare, real estate moves, and more; navigate transitions with a trusted partner by their side. Through his firm, lifelaidout, Roger offers personalized, fee-only financial planning and investment management, working with a select group of clients to provide high-touch, in-depth guidance. Learn more at www.lifelaidout.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

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