Roger S. Green,  CFP<sup>&reg;</sup> - Financial Advisor

Roger S. Green, CFP®


Reg. Principal & Inv. Advisor Rep.

Green Financial Resources, LLC

3700 Crestwood Pkwy, Ste 140
Duluth, GA 30096-5583
(770) 931-1414


Roger Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Green Financial Resources, LLC in Duluth, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS degree

Insurance Licenses

  • Life insurance: See website
  • Health/disability insurance: See website
  • Variable annuities: See website

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources